BA
IUSB icon

Bivin & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bivin & Associates’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 		$8.99M Buy
192,101
+36,102
+23% +$1.72M 9.66% 1
2022
Q1 		$7.74M Sell
155,999
-2,322
-1% -$118K 7.06% 4
2021
Q4 		$8.38M Buy
+158,321
New +$8.39M 7.31% 2

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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

Bivin & Associates's IUSB Position: Q2 2022 in Review

Bivin & Associates increased its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q2 2022, buying an estimated $1.72M and bringing the position to 192,101 shares worth $8.99M. The position accounts for 9.66% of the portfolio, ranked #1.

Bivin & Associates first reported a position in IUSB in Q4 2021 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

  • Bivin & Associates held 192,101 shares of iShares Core Universal USD Bond ETF worth $8.99M as of Q2 2022.
  • Bivin & Associates bought 36,102 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $1.72M.
  • iShares Core Universal USD Bond ETF made up 9.66% of Bivin & Associates's portfolio in Q2 2022, its #1 holding.
  • Bivin & Associates first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.