Bartlett & Co Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,110	Closed	-$51.2K	–	1173
2023 Q4	$51.2K	Hold	1,110	–	–	﹤0.01%	702
2023 Q3	$48.5K	Hold	1,110	–	–	﹤0.01%	669
2023 Q2	$50.5K	Hold	1,110	–	–	﹤0.01%	665
2023 Q1	$51.2K	Hold	1,110	–	–	﹤0.01%	564
2022 Q4	$49.9K	Hold	1,110	–	–	﹤0.01%	580
2022 Q3	$49.4K	Sell	1,110 -146	-12%	-$6.81K	﹤0.01%	565
2022 Q2	$58.8K	Buy	1,256 +17	+1%	+$808	﹤0.01%	543
2022 Q1	$61.5K	Buy	+1,239	New	+$63.1K	﹤0.01%	552
2021 Q4	–	Sell	-1,239	Closed	-$66K	–	642
2021 Q3	$66K	Hold	1,239	–	–	﹤0.01%	469
2021 Q2	$66.3K	Hold	1,239	–	–	﹤0.01%	465
2021 Q1	$65.4K	Buy	+1,239	New	+$66.4K	﹤0.01%	491

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co Wealth Management's IUSB Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 1,110 shares — an estimated $51.2K sold.

Bartlett & Co Wealth Management first reported a position in IUSB in Q1 2021 and held it in 11 quarters. The position peaked at $66.3K in Q2 2021. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

Bartlett & Co Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,110 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $51.2K.
Bartlett & Co Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 11 quarters.
Bartlett & Co Wealth Management's iShares Core Universal USD Bond ETF position peaked at $66.3K in Q2 2021.
632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.