Buttonwood Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Buttonwood Financial Group’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 Q3	–	Sell	-34,846	Closed	-$1.56M	–	29
2024 Q2	$1.56M	Buy	34,846 +1,841	+6%	+$82.8K	0.89%	17
2024 Q1	$1.5M	Buy	33,005 +2,254	+7%	+$103K	0.89%	20
2023 Q4	$1.42M	Buy	30,751 +515	+2%	+$22.8K	1.03%	17
2023 Q3	$1.29M	Sell	30,236 -3,532	-10%	-$158K	0.94%	19
2023 Q2	$1.53M	Sell	33,768 -71,796	-68%	-$3.29M	1.33%	13
2023 Q1	$4.87M	Buy	105,564 +35,499	+51%	+$1.62M	4.86%	6
2022 Q4	$3.15M	Buy	70,065 +2,112	+3%	+$94.5K	2.86%	9
2022 Q3	$2.99M	Buy	67,953 +54,637	+410%	+$2.55M	3.11%	6
2022 Q2	$623K	Sell	13,316 -19,892	-60%	-$945K	0.61%	16
2022 Q1	$1.64M	Buy	+33,208	New	+$1.69M	1.22%	10

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Buttonwood Financial Group's IUSB Position: Q3 2024 in Review

Buttonwood Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2024, closing a stake of 34,846 shares — an estimated $1.56M sold.

Buttonwood Financial Group first reported a position in IUSB in Q1 2022 and held it in 10 quarters. The position peaked at $4.87M in Q1 2023. 664 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

Buttonwood Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
Buttonwood Financial Group sold 34,846 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $1.56M.
Buttonwood Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and held it in 10 quarters.
Buttonwood Financial Group's iShares Core Universal USD Bond ETF position peaked at $4.87M in Q1 2023.
664 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Buttonwood Financial Group's 13F filing for Q3 2024, filed 15 Oct 2024.