Dana Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Dana Investment 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 Q1	–	Sell	-6,981	Closed	-$322K	–	551
2023 Q4	$322K	Buy	6,981 +630	+10%	+$27.8K	0.02%	369
2023 Q3	$278K	Sell	6,351 -62	-1%	-$2.77K	0.01%	370
2023 Q2	$292K	Sell	6,413 -123	-2%	-$5.63K	0.01%	365
2023 Q1	$302K	Buy	6,536 +701	+12%	+$32.1K	0.02%	358
2022 Q4	$262K	Buy	5,835 +183	+3%	+$8.19K	0.01%	373
2022 Q3	$252K	Buy	5,652 +83	+1%	+$3.87K	0.01%	371
2022 Q2	$261K	Buy	5,569 +268	+5%	+$12.7K	0.01%	381
2022 Q1	$263K	Buy	5,301 +638	+14%	+$32.5K	0.01%	317
2021 Q4	$247K	Buy	4,663 +736	+19%	+$39K	0.01%	312
2021 Q3	$209K	Buy	+3,927	New	+$211K	0.01%	311

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dana Investment Advisors's IUSB Position: Q1 2024 in Review

Dana Investment Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 6,981 shares — an estimated $322K sold.

Dana Investment Advisors first reported a position in IUSB in Q3 2021 and held it in 10 quarters. The position peaked at $322K in Q4 2023. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

Dana Investment Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
Dana Investment Advisors sold 6,981 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $322K.
Dana Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 10 quarters.
Dana Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $322K in Q4 2023.
632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Dana Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.