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Benjamin F. Edwards & Company’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Benjamin F. Edwards & Company’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 		$490K Buy
10,839
+374
+4% +$16.8K 0.01% 690
2024
Q1 		$477K Buy
10,465
+3,372
+48% +$153K 0.01% 664
2023
Q4 		$327K Buy
7,093
+237
+3% +$10.5K 0.01% 731
2023
Q3 		$300K Sell
6,856
-7,241
-51% -$324K 0.01% 631
2023
Q2 		$641K Sell
14,097
-25
-0.2% -$1.14K 0.02% 457
2023
Q1 		$652K Buy
14,122
+9,112
+182% +$417K 0.03% 427
2022
Q4 		$225K Sell
5,010
-226
-4% -$10.1K 0.01% 690
2022
Q3 		$233K Buy
5,236
+4,319
+471% +$201K 0.01% 628
2022
Q2 		$43K Sell
917
-1,270
-58% -$60.3K ﹤0.01% 1080
2022
Q1 		$109K Buy
2,187
+924
+73% +$47.1K ﹤0.01% 846
2021
Q4 		$67K Sell
1,263
-3,477
-73% -$184K ﹤0.01% 969
2021
Q3 		$252K Buy
4,740
+13
+0.3% +$698 0.01% 600
2021
Q2 		$253K Sell
4,727
-1,603
-25% -$85.1K 0.01% 595
2021
Q1 		$334K Buy
+6,330
New +$339K 0.02% 549
2017
Q4 		– Sell
-65
Closed -$3K – 1598
2017
Q3 		$3K Buy
+65
New +$3.32K ﹤0.01% 1396

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Benjamin F. Edwards & Company's IUSB Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.6% in Q2 2024, buying an estimated $16.8K and bringing the position to 10,839 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #690.

Benjamin F. Edwards & Company first reported a position in IUSB in Q3 2017 and has held it in 15 quarters since. The position peaked at $652K in Q1 2023. 647 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Benjamin F. Edwards & Company held 10,839 shares of iShares Core Universal USD Bond ETF worth $490K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 374 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $16.8K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #690 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares Core Universal USD Bond ETF in Q3 2017 and has held it in 15 quarters since.
  • Benjamin F. Edwards & Company's iShares Core Universal USD Bond ETF position peaked at $652K in Q1 2023.
  • 647 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.