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Exencial Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Exencial Wealth 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
2022
Q1 		– Sell
-5,520
Closed -$292K – 475
2021
Q4 		$292K Buy
+5,520
New +$293K 0.01% 394

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
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

Exencial Wealth Advisors's IUSB Position: Q1 2022 in Review

Exencial Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2022, closing a stake of 5,520 shares — an estimated $292K sold.

Exencial Wealth Advisors first reported a position in IUSB in Q4 2021 and held it in 1 quarter. The position peaked at $292K in Q4 2021. 477 funds tracked by Wall St. Rank hold IUSB as of Q1 2022.

  • Exencial Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Exencial Wealth Advisors sold 5,520 iShares Core Universal USD Bond ETF shares in Q1 2022, an estimated $292K.
  • Exencial Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Exencial Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $292K in Q4 2021.
  • 477 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2022.

Based on Exencial Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.