CFO4Life’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

CFO4Life’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
2022 Q4	$2.67M	Buy	+59,372	New	+$2.66M	0.57%	37

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CFO4Life's IUSB Position: Q4 2022 in Review

CFO4Life opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2022: 59,372 shares worth $2.67M. The stake represents 0.57% of the portfolio and ranks #37 among its holdings.

525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

CFO4Life held 59,372 shares of iShares Core Universal USD Bond ETF worth $2.67M as of Q4 2022.
iShares Core Universal USD Bond ETF was a new CFO4Life position in Q4 2022.
iShares Core Universal USD Bond ETF made up 0.57% of CFO4Life's portfolio in Q4 2022, its #37 holding.
525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.