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Caliber Wealth Management (Utah)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Caliber Wealth Management (Utah)’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
2021
Q4 		– Sell
-10,162
Closed -$539K – 73
2021
Q3 		$539K Sell
10,162
-3,231
-24% -$174K 0.38% 65
2021
Q2 		$716K Sell
13,393
-49,331
-79% -$2.62M 0.51% 63
2021
Q1 		$3.31M Buy
62,724
+3,343
+6% +$179K 2.4% 4
2020
Q4 		$3.24M Buy
+59,381
New +$3.23M 3.18% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Caliber Wealth Management (Utah)'s IUSB Position: Q4 2021 in Review

Caliber Wealth Management (Utah) sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2021, closing a stake of 10,162 shares — an estimated $539K sold.

Caliber Wealth Management (Utah) first reported a position in IUSB in Q4 2020 and held it in 4 quarters. The position peaked at $3.31M in Q1 2021. 466 funds tracked by Wall St. Rank hold IUSB as of Q4 2021.

  • Caliber Wealth Management (Utah) reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 10,162 iShares Core Universal USD Bond ETF shares in Q4 2021, an estimated $539K.
  • Caliber Wealth Management (Utah) first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 4 quarters.
  • Caliber Wealth Management (Utah)'s iShares Core Universal USD Bond ETF position peaked at $3.31M in Q1 2021.
  • 466 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2021, filed 20 Jan 2022.