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Clean Yield Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Clean Yield Group’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
Q2 		– Sell
-343
Closed -$15.6K – 385
2024
Q1 		$15.6K Buy
+343
New +$15.6K 0.01% 299
2022
Q2 		– Sell
-436
Closed -$22K – 448
2022
Q1 		$22K Buy
+436
New +$22.2K 0.01% 306

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Clean Yield Group's IUSB Position: Q2 2024 in Review

Clean Yield Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 343 shares — an estimated $15.6K sold.

Clean Yield Group first reported a position in IUSB in Q1 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Clean Yield Group reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Clean Yield Group sold 343 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $15.6K.
  • Clean Yield Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and held it in 2 quarters.
  • Clean Yield Group's iShares Core Universal USD Bond ETF position peaked at $22K in Q1 2022.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.