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Brown, Lisle/Cummings’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Brown, Lisle/Cummings’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
Q1 		– Sell
-246
Closed -$13K – 485
2021
Q4 		$13K Buy
+246
New +$13K 0.01% 364

Other funds holding IUSB

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brown, Lisle/Cummings's IUSB Position: Q1 2022 in Review

Brown, Lisle/Cummings sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2022, closing a stake of 246 shares — an estimated $13K sold.

Brown, Lisle/Cummings first reported a position in IUSB in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 477 funds tracked by Wall St. Rank hold IUSB as of Q1 2022.

  • Brown, Lisle/Cummings reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 246 iShares Core Universal USD Bond ETF shares in Q1 2022, an estimated $13K.
  • Brown, Lisle/Cummings first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Brown, Lisle/Cummings's iShares Core Universal USD Bond ETF position peaked at $13K in Q4 2021.
  • 477 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2022.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2022, filed 1 Jul 2024.