Glass Jacobson Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Glass Jacobson Investment 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
2022 Q4	$4.04K	Buy	+90	New	+$4.03K	﹤0.01%	611

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

Glass Jacobson Investment Advisors's IUSB Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2022: 90 shares worth $4.04K. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings.

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

Glass Jacobson Investment Advisors held 90 shares of iShares Core Universal USD Bond ETF worth $4.04K as of Q4 2022.
iShares Core Universal USD Bond ETF was a new Glass Jacobson Investment Advisors position in Q4 2022.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #611 holding.
525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.