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Capital Planning Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Capital Planning 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
2024
Q2 		– Sell
-5,360
Closed -$244K – 142
2024
Q1 		$244K Buy
+5,360
New +$244K 0.04% 131

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

Capital Planning Advisors's IUSB Position: Q2 2024 in Review

Capital Planning Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 5,360 shares — an estimated $244K sold.

Capital Planning Advisors first reported a position in IUSB in Q1 2024 and held it in 1 quarter. The position peaked at $244K in Q1 2024. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Capital Planning Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Capital Planning Advisors sold 5,360 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $244K.
  • Capital Planning Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and held it in 1 quarter.
  • Capital Planning Advisors's iShares Core Universal USD Bond ETF position peaked at $244K in Q1 2024.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Capital Planning Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.