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

Fortis 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
Q2 		– Sell
-2,686
Closed -$124K – 168
2023
Q1 		$124K Buy
2,686
+261
+11% +$11.9K 0.08% 104
2022
Q4 		$109K Buy
2,425
+853
+54% +$38.2K 0.08% 106
2022
Q3 		$70K Buy
1,572
+101
+7% +$4.71K 0.05% 147
2022
Q2 		$69K Buy
1,471
+283
+24% +$13.4K 0.05% 153
2022
Q1 		$59K Buy
1,188
+127
+12% +$6.47K 0.03% 180
2021
Q4 		$56K Buy
1,061
+372
+54% +$19.7K 0.03% 164
2021
Q3 		$37K Buy
689
+4
+0.6% +$215 0.02% 180
2021
Q2 		$37K Buy
+685
New +$36.4K 0.02% 184

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $38.1B 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

Fortis Advisors's IUSB Position: Q2 2023 in Review

Fortis Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2023, closing a stake of 2,686 shares — an estimated $124K sold.

Fortis Advisors first reported a position in IUSB in Q2 2021 and held it in 8 quarters. The position peaked at $124K in Q1 2023. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

  • Fortis Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 2,686 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $124K.
  • Fortis Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and held it in 8 quarters.
  • Fortis Advisors's iShares Core Universal USD Bond ETF position peaked at $124K in Q1 2023.
  • 524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.