Gallagher Benefit Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Gallagher Benefit Services’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 Q4	$6.18M	Buy	+137,510	New	+$6.15M	1.3%	19

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gallagher Benefit Services's IUSB Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2022: 137,510 shares worth $6.18M. The stake represents 1.3% of the portfolio and ranks #19 among its holdings.

526 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

Gallagher Benefit Services held 137,510 shares of iShares Core Universal USD Bond ETF worth $6.18M as of Q4 2022.
iShares Core Universal USD Bond ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares Core Universal USD Bond ETF made up 1.3% of Gallagher Benefit Services's portfolio in Q4 2022, its #19 holding.
526 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.