Carroll Financial Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Carroll Financial Associates’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	$37K	Buy	+705	New	+$37.4K	﹤0.01%	807

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carroll Financial Associates's IUSB Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2021: 705 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings.

466 funds tracked by Wall St. Rank hold IUSB as of Q4 2021.

Carroll Financial Associates held 705 shares of iShares Core Universal USD Bond ETF worth $37K as of Q4 2021.
iShares Core Universal USD Bond ETF was a new Carroll Financial Associates position in Q4 2021.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #807 holding.
466 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.