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

Cetera 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
Q1 		$93.3M Buy
2,046,535
+900,017
+79% +$41M 0.74% 16
2023
Q4 		$52.8M Buy
1,146,518
+5,877
+0.5% +$260K 0.73% 18
2023
Q3 		$49.9M Sell
1,140,641
-30,528
-3% -$1.36M 0.78% 15
2023
Q2 		$53.3M Sell
1,171,169
-46,432
-4% -$2.12M 0.84% 17
2023
Q1 		$56.2M Buy
1,217,601
+320,150
+36% +$14.7M 0.94% 15
2022
Q4 		$40.3M Buy
897,451
+753,303
+523% +$33.7M 0.73% 21
2022
Q3 		$6.42M Buy
144,148
+1,585
+1% +$73.9K 0.17% 136
2022
Q2 		$6.67M Buy
142,563
+1,479
+1% +$70.3K 0.15% 139
2022
Q1 		$7M Buy
141,084
+29,872
+27% +$1.52M 0.14% 147
2021
Q4 		$5.89M Buy
111,212
+3,275
+3% +$174K 0.12% 177
2021
Q3 		$5.75M Buy
107,937
+16,503
+18% +$887K 0.11% 186
2021
Q2 		$4.89M Buy
91,434
+21,095
+30% +$1.12M 0.12% 187
2021
Q1 		$3.71M Buy
70,339
+56,820
+420% +$3.04M 0.1% 203
2020
Q4 		$738K Buy
13,519
+596
+5% +$32.4K 0.02% 499
2020
Q3 		$703K Buy
12,923
+526
+4% +$28.7K 0.03% 453
2020
Q2 		$674K Buy
12,397
+4,068
+49% +$218K 0.03% 459
2020
Q1 		$437K Buy
8,329
+1,396
+20% +$73.3K 0.02% 506
2019
Q4 		$361K Buy
6,933
+2,712
+64% +$142K 0.02% 649
2019
Q3 		$221K Buy
4,221
+75
+2% +$3.91K 0.01% 797
2019
Q2 		$216K Sell
4,146
-82
-2% -$4.16K 0.01% 833
2019
Q1 		$214K Buy
4,228
+158
+4% +$7.86K 0.01% 753
2018
Q4 		$201K Hold
4,070
– – 0.01% 767
2018
Q3 		$201K Buy
+4,070
New +$201K 0.01% 888

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 $18.1B AUM 15% 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 Advisors's IUSB Position: Q1 2024 in Review

Cetera Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 79% in Q1 2024, buying an estimated $41M and bringing the position to 2,046,535 shares worth $93.3M. The position accounts for 0.74% of the portfolio, ranked #16.

Cetera Advisors first reported a position in IUSB in Q3 2018 and has held it in 23 quarters since. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • Cetera Advisors held 2,046,535 shares of iShares Core Universal USD Bond ETF worth $93.3M as of Q1 2024.
  • Cetera Advisors bought 900,017 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $41M.
  • iShares Core Universal USD Bond ETF made up 0.74% of Cetera Advisors's portfolio in Q1 2024, its #16 holding.
  • Cetera Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2018 and has held it in 23 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

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