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Confluence Wealth Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-508
Closed -$26K – 689
2021
Q4 		$26K Buy
+508
New +$26.9K 0.01% 654

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Confluence Wealth Services's IUSB Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2022, closing a stake of 508 shares — an estimated $26K sold.

Confluence Wealth Services first reported a position in IUSB in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 477 funds tracked by Wall St. Rank hold IUSB as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 508 iShares Core Universal USD Bond ETF shares in Q1 2022, an estimated $26K.
  • Confluence Wealth Services first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares Core Universal USD Bond ETF position peaked at $26K in Q4 2021.
  • 477 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.