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BDO Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$5.09K Hold
112
– – ﹤0.01% 771
2023
Q1 		$5.17K Hold
112
– – ﹤0.01% 793
2022
Q4 		$5.03K Buy
+112
New +$5.01K ﹤0.01% 768

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BDO Wealth Advisors's IUSB Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2023 at 112 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

BDO Wealth Advisors first reported a position in IUSB in Q4 2022 and has held it in 3 quarters since. The position peaked at $5.17K in Q1 2023. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

  • BDO Wealth Advisors held 112 shares of iShares Core Universal USD Bond ETF worth $5.09K as of Q2 2023.
  • BDO Wealth Advisors left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2023.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #771 holding.
  • BDO Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • BDO Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $5.17K in Q1 2023.
  • 524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.