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Bedel Financial Consulting’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-195
Closed -$10K – 530
2022
Q1 		$10K Hold
195
– – ﹤0.01% 671
2021
Q4 		$10K Hold
195
– – ﹤0.01% 686
2021
Q3 		$10K Hold
195
– – ﹤0.01% 669
2021
Q2 		$10K Hold
195
– – ﹤0.01% 669
2021
Q1 		$10K Buy
+195
New +$10.4K ﹤0.01% 638

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bedel Financial Consulting's IUSB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2022, closing a stake of 195 shares — an estimated $10K sold.

Bedel Financial Consulting first reported a position in IUSB in Q1 2021 and held it in 5 quarters. The position peaked at $10K in Q1 2022. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

  • Bedel Financial Consulting reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 195 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $10K.
  • Bedel Financial Consulting first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 5 quarters.
  • Bedel Financial Consulting's iShares Core Universal USD Bond ETF position peaked at $10K in Q1 2022.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.