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Chilton Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Chilton Capital Management’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
Q3 		– Sell
-200
Closed -$9K – 409
2022
Q2 		$9K Buy
+200
New +$9.5K ﹤0.01% 479
2022
Q1 		– Sell
-532
Closed -$28K – 406
2021
Q4 		$28K Buy
+532
New +$28.2K ﹤0.01% 387

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Chilton Capital Management's IUSB Position: Q3 2022 in Review

Chilton Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2022, closing a stake of 200 shares — an estimated $9K sold.

Chilton Capital Management first reported a position in IUSB in Q4 2021 and held it in 2 quarters. The position peaked at $28K in Q4 2021. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

  • Chilton Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Chilton Capital Management sold 200 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $9K.
  • Chilton Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 2 quarters.
  • Chilton Capital Management's iShares Core Universal USD Bond ETF position peaked at $28K in Q4 2021.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on Chilton Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.