CCA
IUSB icon

Criterion Capital Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Criterion Capital Advisors’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
Q4 		$371K Hold
8,211
– – 0.23% 60
2024
Q3 		$371K Hold
8,211
– – 0.23% 60
2024
Q2 		$371K Sell
8,211
-165
-2% -$7.42K 0.23% 60
2024
Q1 		$382K Buy
8,376
+1,387
+20% +$63.1K 0.25% 59
2023
Q4 		$322K Buy
+6,989
New +$309K 0.23% 65

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Criterion Capital Advisors's IUSB Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q4 2024 at 8,211 shares worth $371K. The position accounts for 0.23% of the portfolio, ranked #60.

Criterion Capital Advisors first reported a position in IUSB in Q4 2023 and has held it in 5 quarters since. The position peaked at $382K in Q1 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Criterion Capital Advisors held 8,211 shares of iShares Core Universal USD Bond ETF worth $371K as of Q4 2024.
  • Criterion Capital Advisors left its iShares Core Universal USD Bond ETF share count unchanged in Q4 2024.
  • iShares Core Universal USD Bond ETF made up 0.23% of Criterion Capital Advisors's portfolio in Q4 2024, its #60 holding.
  • Criterion Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares Core Universal USD Bond ETF position peaked at $382K in Q1 2024.
  • 720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.