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

Gainplan’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
-53,800
Closed -$2.42M – 43
2022
Q4 		$2.42M Buy
+53,800
New +$2.41M 5.77% 4

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gainplan's IUSB Position: Q1 2023 in Review

Gainplan sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2023, closing a stake of 53,800 shares — an estimated $2.42M sold.

Gainplan first reported a position in IUSB in Q4 2022 and held it in 1 quarter. The position peaked at $2.42M in Q4 2022. 509 funds tracked by Wall St. Rank hold IUSB as of Q1 2023.

  • Gainplan reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Gainplan sold 53,800 iShares Core Universal USD Bond ETF shares in Q1 2023, an estimated $2.42M.
  • Gainplan first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 1 quarter.
  • Gainplan's iShares Core Universal USD Bond ETF position peaked at $2.42M in Q4 2022.
  • 509 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2023.

Based on Gainplan's 13F filing for Q1 2023, filed 24 Apr 2023.