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Future Financial Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Future Financial Wealth Management’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
Q2 		– Sell
-275
Closed -$14K – 287
2022
Q1 		$14K Hold
275
– – 0.01% 399
2021
Q4 		$14K Buy
+275
New +$14.6K 0.01% 402

Other funds holding IUSB

Envestnet Asset Management
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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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Future Financial Wealth Management's IUSB Position: Q2 2022 in Review

Future Financial Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2022, closing a stake of 275 shares — an estimated $14K sold.

Future Financial Wealth Management first reported a position in IUSB in Q4 2021 and held it in 2 quarters. The position peaked at $14K in Q1 2022. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

  • Future Financial Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 275 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $14K.
  • Future Financial Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 2 quarters.
  • Future Financial Wealth Management's iShares Core Universal USD Bond ETF position peaked at $14K in Q1 2022.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.