FAM
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Family Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Family Asset Management’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
Q3 		$54.2K Buy
1,151
+267
+30% +$12.4K 0.03% 134
2024
Q2 		$40K Buy
884
+23
+3% +$1.03K 0.03% 151
2024
Q1 		$39.3K Hold
861
– – 0.02% 134
2023
Q4 		$39.7K Buy
861
+816
+1,813% +$36.1K 0.03% 131
2023
Q3 		$1.97K Sell
45
-600
-93% -$26.8K ﹤0.01% 168
2023
Q2 		$29.3K Sell
645
-66
-9% -$3.02K 0.02% 151
2023
Q1 		$32.8K Buy
711
+116
+19% +$5.31K 0.02% 141
2022
Q4 		$26.7K Buy
+595
New +$26.6K 0.02% 127

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Family Asset Management's IUSB Position: Q3 2024 in Review

Family Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 30% in Q3 2024, buying an estimated $12.4K and bringing the position to 1,151 shares worth $54.2K. The position accounts for 0.03% of the portfolio, ranked #134.

Family Asset Management first reported a position in IUSB in Q4 2022 and has held it in 8 quarters since. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

  • Family Asset Management held 1,151 shares of iShares Core Universal USD Bond ETF worth $54.2K as of Q3 2024.
  • Family Asset Management bought 267 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $12.4K.
  • iShares Core Universal USD Bond ETF made up 0.03% of Family Asset Management's portfolio in Q3 2024, its #134 holding.
  • Family Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 8 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.