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

FDx 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	-7,062	Closed	-$325K	–	497
2023 Q4	$325K	Sell	7,062 -682	-9%	-$30.1K	0.03%	503
2023 Q3	$339K	Sell	7,744 -8,375	-52%	-$374K	0.03%	439
2023 Q2	$733K	Buy	16,119 +4,123	+34%	+$189K	0.04%	365
2023 Q1	$539K	Hold	11,996	–	–	0.02%	405
2022 Q4	$539K	Buy	11,996 +3,400	+40%	+$152K	0.02%	405
2022 Q3	$383K	Buy	8,596 +1,109	+15%	+$51.7K	0.02%	472
2022 Q2	$351K	Buy	7,487 +99	+1%	+$4.7K	0.01%	578
2022 Q1	$367K	Buy	7,388 +2,338	+46%	+$119K	0.01%	589
2021 Q4	$267K	Buy	5,050 +653	+15%	+$34.6K	0.01%	744
2021 Q3	$234K	Buy	+4,397	New	+$236K	0.01%	747

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

FDx Advisors's IUSB Position: Q1 2024 in Review

FDx Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 7,062 shares — an estimated $325K sold.

FDx Advisors first reported a position in IUSB in Q3 2021 and held it in 10 quarters. The position peaked at $733K in Q2 2023. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

FDx Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 7,062 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $325K.
FDx Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 10 quarters.
FDx Advisors's iShares Core Universal USD Bond ETF position peaked at $733K in Q2 2023.
632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.