First Command Bank’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

First Command Bank’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
2023 Q1	–	Sell	-2,170	Closed	-$97K	–	399
2022 Q4	$97K	Buy	2,170 +5	+0.2%	+$224	0.01%	179
2022 Q3	$96K	Buy	+2,165	New	+$101K	0.01%	175

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

First Command Bank's IUSB Position: Q1 2023 in Review

First Command Bank sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2023, closing a stake of 2,170 shares — an estimated $97K sold.

First Command Bank first reported a position in IUSB in Q3 2022 and held it in 2 quarters. The position peaked at $97K in Q4 2022. 508 funds tracked by Wall St. Rank hold IUSB as of Q1 2023.

First Command Bank reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
First Command Bank sold 2,170 iShares Core Universal USD Bond ETF shares in Q1 2023, an estimated $97K.
First Command Bank first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 2 quarters.
First Command Bank's iShares Core Universal USD Bond ETF position peaked at $97K in Q4 2022.
508 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2023.

Based on First Command Bank's 13F filing for Q1 2023, filed 14 Apr 2023.