FCG
IUSB icon

Financial Connections Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Financial Connections 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
2024
Q2 		– Sell
-11,061
Closed -$505K – 338
2024
Q1 		$505K Buy
11,061
+691
+7% +$31.4K 0.55% 20
2023
Q4 		$477K Sell
10,370
-26,299
-72% -$1.16M 0.31% 33
2023
Q3 		$1.6M Buy
36,669
+4,825
+15% +$216K 1.98% 15
2023
Q2 		$1.45M Buy
31,844
+567
+2% +$25.9K 0.95% 26
2023
Q1 		$1.44M Buy
31,277
+9
+0% +$412 1.03% 26
2022
Q4 		$1.4M Buy
31,268
+1,045
+3% +$46.7K 1.11% 25
2022
Q3 		$1.34M Buy
30,223
+2,241
+8% +$105K 1.13% 24
2022
Q2 		$1.31M Buy
27,982
+12,817
+85% +$609K 1.15% 23
2022
Q1 		$752K Buy
15,165
+215
+1% +$11K 0.76% 30
2021
Q4 		$791K Buy
+14,950
New +$793K 0.78% 25

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 $18.1B AUM 15% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Connections Group's IUSB Position: Q2 2024 in Review

Financial Connections Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 11,061 shares — an estimated $505K sold.

Financial Connections Group first reported a position in IUSB in Q4 2021 and held it in 10 quarters. The position peaked at $1.6M in Q3 2023. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Financial Connections Group reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Connections Group sold 11,061 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $505K.
  • Financial Connections Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 10 quarters.
  • Financial Connections Group's iShares Core Universal USD Bond ETF position peaked at $1.6M in Q3 2023.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Financial Connections Group's 13F filing for Q2 2024, filed 26 Jul 2024.