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FLC Capital Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

FLC Capital Advisors’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
-7,170
Closed -$322K – 158
2022
Q4 		$322K Sell
7,170
-161,708
-96% -$7.23M 0.1% 121
2022
Q3 		$7.51M Sell
168,878
-100,134
-37% -$4.67M 2.61% 8
2022
Q2 		$12.6M Buy
269,012
+1,724
+0.6% +$81.9K 4.2% 4
2022
Q1 		$13.3M Buy
267,288
+58,636
+28% +$2.99M 3.72% 3
2021
Q4 		$11M Buy
208,652
+5,991
+3% +$318K 3.07% 5
2021
Q3 		$10.8M Buy
202,661
+19,758
+11% +$1.06M 3.18% 5
2021
Q2 		$9.78M Buy
182,903
+53,259
+41% +$2.83M 2.88% 6
2021
Q1 		$6.84M Buy
+129,644
New +$6.95M 2.14% 10

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return