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First Trust Investment Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

First Trust Investment Solutions’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
-5,665
Closed -$261K – 261
2023
Q4 		$261K Buy
+5,665
New +$250K 0.05% 193

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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

First Trust Investment Solutions's IUSB Position: Q1 2024 in Review

First Trust Investment Solutions sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 5,665 shares — an estimated $261K sold.

First Trust Investment Solutions first reported a position in IUSB in Q4 2023 and held it in 1 quarter. The position peaked at $261K in Q4 2023. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • First Trust Investment Solutions reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 5,665 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $261K.
  • First Trust Investment Solutions first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 1 quarter.
  • First Trust Investment Solutions's iShares Core Universal USD Bond ETF position peaked at $261K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on First Trust Investment Solutions's 13F filing for Q1 2024, filed 14 May 2024.