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BlueSky Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

BlueSky Wealth Advisors’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
Q3 		– Sell
-20,111
Closed -$942K – 66
2022
Q2 		$942K Sell
20,111
-19,436
-49% -$924K 0.21% 36
2022
Q1 		$1.96M Sell
39,547
-156
-0.4% -$7.95K 0.38% 32
2021
Q4 		$2.1M Hold
39,703
– – 0.39% 28
2021
Q3 		$2.11M Hold
39,703
– – 0.41% 26
2021
Q2 		$2.13M Hold
39,703
– – 0.42% 26
2021
Q1 		$2.1M Hold
39,703
– – 0.47% 24
2020
Q4 		$2.17M Hold
39,703
– – 0.52% 25
2020
Q3 		$2.16M Hold
39,703
– – 0.56% 23
2020
Q2 		$2.16M Sell
39,703
-576
-1% -$30.9K 0.62% 22
2020
Q1 		$2.12M Sell
40,279
-132
-0.3% -$6.93K 0.78% 22
2019
Q4 		$2.11M Sell
40,411
-2,204
-5% -$115K 0.69% 29
2019
Q3 		$2.24M Sell
42,615
-378
-0.9% -$19.7K 0.77% 28
2019
Q2 		$2.22M Sell
42,993
-1,611
-4% -$81.8K 0.79% 27
2019
Q1 		$2.25M Sell
44,604
-7,115
-14% -$354K 0.81% 28
2018
Q4 		$2.56M Buy
51,719
+24,315
+89% +$1.18M 1% 25
2018
Q3 		$1.33M Buy
27,404
+990
+4% +$48.8K 0.5% 28
2018
Q2 		$1.3M Buy
26,414
+17,107
+184% +$844K 0.5% 28
2018
Q1 		$465K Buy
9,307
+1,717
+23% +$85.9K 0.18% 41
2017
Q4 		$386K Hold
7,590
– – 0.16% 41
2017
Q3 		$388K Hold
7,590
– – 0.17% 41
2017
Q2 		$387K Hold
7,590
– – 0.18% 41
2017
Q1 		$383K Sell
7,590
-1,721
-18% -$86.5K 0.18% 41
2016
Q4 		$468K Buy
+9,311
New +$474K 0.23% 41

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BlueSky Wealth Advisors's IUSB Position: Q3 2022 in Review

BlueSky Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2022, closing a stake of 20,111 shares — an estimated $942K sold.

BlueSky Wealth Advisors first reported a position in IUSB in Q4 2016 and held it in 23 quarters. The position peaked at $2.56M in Q4 2018. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

  • BlueSky Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 20,111 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $942K.
  • BlueSky Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2016 and held it in 23 quarters.
  • BlueSky Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $2.56M in Q4 2018.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.