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

First Pacific Financial’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
-142
Closed -$6.47K – 431
2024
Q1 		$6.47K Hold
142
– – ﹤0.01% 287
2023
Q4 		$6.54K Buy
+142
New +$6.28K ﹤0.01% 261

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Wells Fargo
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LPL Financial
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

First Pacific Financial's IUSB Position: Q2 2024 in Review

First Pacific Financial sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 142 shares — an estimated $6.47K sold.

First Pacific Financial first reported a position in IUSB in Q4 2023 and held it in 2 quarters. The position peaked at $6.54K in Q4 2023. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • First Pacific Financial reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • First Pacific Financial sold 142 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $6.47K.
  • First Pacific Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 2 quarters.
  • First Pacific Financial's iShares Core Universal USD Bond ETF position peaked at $6.54K in Q4 2023.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on First Pacific Financial's 13F filing for Q2 2024, filed 19 Jul 2024.