Beacon Bridge Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Beacon Bridge Wealth Partners’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 Q2	–	Sell	-4,835	Closed	-$220K	–	97
2024 Q1	$220K	Sell	4,835 -2,038	-30%	-$92.8K	0.1%	89
2023 Q4	$317K	Sell	6,873 -510	-7%	-$22.5K	0.16%	71
2023 Q3	$323K	Sell	7,383 -819	-10%	-$36.6K	0.17%	62
2023 Q2	$373K	Buy	8,202 +221	+3%	+$10.1K	0.19%	51
2023 Q1	$368K	Buy	7,981 +46	+0.6%	+$2.1K	0.22%	49
2022 Q4	$357K	Buy	+7,935	New	+$355K	0.26%	49

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Beacon Bridge Wealth Partners's IUSB Position: Q2 2024 in Review

Beacon Bridge Wealth Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 4,835 shares — an estimated $220K sold.

Beacon Bridge Wealth Partners first reported a position in IUSB in Q4 2022 and held it in 6 quarters. The position peaked at $373K in Q2 2023. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

Beacon Bridge Wealth Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 4,835 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $220K.
Beacon Bridge Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 6 quarters.
Beacon Bridge Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $373K in Q2 2023.
646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.