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De Burlo Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

De Burlo 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
2022
Q4 		– Sell
-23
Closed -$1.02K – 138
2022
Q3 		$1.02K Buy
+23
New +$1.07K ﹤0.01% 185

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
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
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

De Burlo Group's IUSB Position: Q4 2022 in Review

De Burlo Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2022, closing a stake of 23 shares — an estimated $1.02K sold.

De Burlo Group first reported a position in IUSB in Q3 2022 and held it in 1 quarter. The position peaked at $1.02K in Q3 2022. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

  • De Burlo Group reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • De Burlo Group sold 23 iShares Core Universal USD Bond ETF shares in Q4 2022, an estimated $1.02K.
  • De Burlo Group first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 1 quarter.
  • De Burlo Group's iShares Core Universal USD Bond ETF position peaked at $1.02K in Q3 2022.
  • 525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.