Beaird Harris Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Beaird Harris 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 Q4	–	Sell	-942	Closed	-$44.4K	–	519
2024 Q3	$44.4K	Buy	942 +591	+168%	+$27.4K	﹤0.01%	239
2024 Q2	$15.9K	Buy	+351	New	+$15.8K	﹤0.01%	318
2023 Q3	–	Sell	-21	Closed	-$954	–	466
2023 Q2	$954	Sell	21 -52	-71%	-$2.38K	﹤0.01%	402
2023 Q1	$3.35K	Buy	73 +21	+40%	+$961	﹤0.01%	343
2022 Q4	$2.35K	Hold	52	–	–	﹤0.01%	554
2022 Q3	$2K	Buy	+52	New	+$2.43K	﹤0.01%	405
2022 Q1	–	Sell	-5	Closed	–	–	658
2021 Q4	$0	Buy	+5	New	+$265	﹤0.01%	657

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

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

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

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

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

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

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

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

Beaird Harris Wealth Management's IUSB Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 942 shares — an estimated $44.4K sold.

Beaird Harris Wealth Management first reported a position in IUSB in Q4 2021 and held it in 7 quarters. The position peaked at $44.4K in Q3 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

Beaird Harris Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 942 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $44.4K.
Beaird Harris Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 7 quarters.
Beaird Harris Wealth Management's iShares Core Universal USD Bond ETF position peaked at $44.4K in Q3 2024.
720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.