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

FourThought 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
2022 Q3	$7K	Hold	157	–	–	﹤0.01%	1116
2022 Q2	$7K	Hold	157	–	–	﹤0.01%	1098
2022 Q1	$8K	Hold	157	–	–	﹤0.01%	1093
2021 Q4	$8K	Hold	157	–	–	﹤0.01%	1116
2021 Q3	$8K	Sell	157 -156	-50%	-$8.38K	﹤0.01%	1140
2021 Q2	$16K	Hold	313	–	–	﹤0.01%	994
2021 Q1	$16K	Sell	313 -13	-4%	-$697	﹤0.01%	949
2020 Q4	$17K	Buy	+326	New	+$17.7K	﹤0.01%	914

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FourThought Financial's IUSB Position: Q3 2022 in Review

FourThought Financial held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q3 2022 at 157 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

FourThought Financial first reported a position in IUSB in Q4 2020 and has held it in 8 quarters since. The position peaked at $17K in Q4 2020. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

FourThought Financial held 157 shares of iShares Core Universal USD Bond ETF worth $7K as of Q3 2022.
FourThought Financial left its iShares Core Universal USD Bond ETF share count unchanged in Q3 2022.
iShares Core Universal USD Bond ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1116 holding.
FourThought Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Core Universal USD Bond ETF position peaked at $17K in Q4 2020.
475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.