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

First Command Financial Services’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

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LPL Financial
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Jones Financial Companies
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Carson Wealth (CWM LLC)
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
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First Command Financial Services's IUSB Position: Q1 2023 in Review

First Command Financial Services 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 Financial Services 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 Financial Services reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • First Command Financial Services sold 2,170 iShares Core Universal USD Bond ETF shares in Q1 2023, an estimated $97K.
  • First Command Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 2 quarters.
  • First Command Financial Services'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 Financial Services's 13F filing for Q1 2023, filed 14 Apr 2023.