CBT
IUSB icon

CoreFirst Bank & Trust’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

CoreFirst Bank & Trust’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
2023
Q2 		– Sell
-623
Closed -$28.8K – 367
2023
Q1 		$28.8K Buy
623
+545
+699% +$24.9K 0.02% 260
2022
Q4 		$3.5K Buy
+78
New +$3.49K ﹤0.01% 369

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CoreFirst Bank & Trust's IUSB Position: Q2 2023 in Review

CoreFirst Bank & Trust sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2023, closing a stake of 623 shares — an estimated $28.8K sold.

CoreFirst Bank & Trust first reported a position in IUSB in Q4 2022 and held it in 2 quarters. The position peaked at $28.8K in Q1 2023. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

  • CoreFirst Bank & Trust reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 623 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $28.8K.
  • CoreFirst Bank & Trust first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 2 quarters.
  • CoreFirst Bank & Trust's iShares Core Universal USD Bond ETF position peaked at $28.8K in Q1 2023.
  • 524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2023, filed 7 Aug 2023.