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Brighton Jones LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Brighton Jones LLC’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
2023
Q4 		– Sell
-12,161
Closed -$532K – 597
2023
Q3 		$532K Sell
12,161
-1,885
-13% -$84.3K 0.03% 274
2023
Q2 		$639K Buy
+14,046
New +$643K 0.03% 257

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brighton Jones LLC's IUSB Position: Q4 2023 in Review

Brighton Jones LLC sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 12,161 shares — an estimated $532K sold.

Brighton Jones LLC first reported a position in IUSB in Q2 2023 and held it in 2 quarters. The position peaked at $639K in Q2 2023. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

  • Brighton Jones LLC reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Brighton Jones LLC sold 12,161 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $532K.
  • Brighton Jones LLC first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and held it in 2 quarters.
  • Brighton Jones LLC's iShares Core Universal USD Bond ETF position peaked at $639K in Q2 2023.
  • 628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on Brighton Jones LLC's 13F filing for Q4 2023, filed 5 Feb 2024.