CAN
IUSB icon

Cetera Advisor Networks’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cetera Advisor Networks’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
Q1 		$89.9M Buy
1,971,828
+455,825
+30% +$20.7M 0.45% 35
2023
Q4 		$69.8M Sell
1,516,003
-47,602
-3% -$2.1M 0.39% 51
2023
Q3 		$68.4M Sell
1,563,605
-119,393
-7% -$5.34M 0.43% 40
2023
Q2 		$76.5M Sell
1,682,998
-96,329
-5% -$4.41M 0.53% 26
2023
Q1 		$82.1M Buy
1,779,327
+390,302
+28% +$17.9M 0.61% 19
2022
Q4 		$62.4M Buy
1,389,025
+1,172,790
+542% +$52.5M 0.51% 30
2022
Q3 		$9.62M Buy
216,235
+70,494
+48% +$3.29M 0.12% 190
2022
Q2 		$6.82M Buy
145,741
+15,885
+12% +$755K 0.09% 243
2022
Q1 		$6.45M Buy
129,856
+40,911
+46% +$2.08M 0.08% 259
2021
Q4 		$4.71M Buy
88,945
+28,258
+47% +$1.5M 0.06% 319
2021
Q3 		$3.23M Sell
60,687
-28,216
-32% -$1.52M 0.04% 390
2021
Q2 		$4.75M Sell
88,903
-237,815
-73% -$12.6M 0.07% 290
2021
Q1 		$17.2M Buy
326,718
+106,195
+48% +$5.69M 0.37% 56
2020
Q4 		$12M Buy
220,523
+12,292
+6% +$668K 0.28% 82
2020
Q3 		$11.3M Buy
208,231
+8,293
+4% +$453K 0.29% 73
2020
Q2 		$10.9M Sell
199,938
-44,410
-18% -$2.38M 0.29% 72
2020
Q1 		$12.8M Sell
244,348
-112,566
-32% -$5.91M 0.42% 53
2019
Q4 		$18.6M Buy
356,914
+224,208
+169% +$11.7M 0.5% 45
2019
Q3 		$6.97M Buy
132,706
+15,026
+13% +$783K 0.21% 97
2019
Q2 		$6.09M Buy
117,680
+10,812
+10% +$549K 0.19% 113
2019
Q1 		$5.41M Buy
106,868
+18,881
+21% +$940K 0.18% 119
2018
Q4 		$4.34M Buy
87,987
+10,977
+14% +$535K 0.17% 119
2018
Q3 		$3.79M Buy
77,010
+11,878
+18% +$586K 0.13% 146
2018
Q2 		$3.22M Buy
65,132
+12,899
+25% +$637K 0.16% 115
2018
Q1 		$2.6M Buy
52,233
+17,494
+50% +$876K 0.11% 162
2017
Q4 		$1.77M Buy
34,739
+21,182
+156% +$1.08M 0.07% 225
2017
Q3 		$693K Buy
+13,557
New +$693K 0.03% 435

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Cetera Advisor Networks's IUSB Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Core Universal USD Bond ETF (IUSB) stake by 30% in Q1 2024, buying an estimated $20.7M and bringing the position to 1,971,828 shares worth $89.9M. The position accounts for 0.45% of the portfolio, ranked #35.

Cetera Advisor Networks first reported a position in IUSB in Q3 2017 and has held it in 27 quarters since. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • Cetera Advisor Networks held 1,971,828 shares of iShares Core Universal USD Bond ETF worth $89.9M as of Q1 2024.
  • Cetera Advisor Networks bought 455,825 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $20.7M.
  • iShares Core Universal USD Bond ETF made up 0.45% of Cetera Advisor Networks's portfolio in Q1 2024, its #35 holding.
  • Cetera Advisor Networks first reported a position in iShares Core Universal USD Bond ETF in Q3 2017 and has held it in 27 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.