Gradient Capital Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Gradient Capital 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
2024 Q1	–	Sell	-8,661	Closed	-$399K	–	142
2023 Q4	$399K	Buy	+8,661	New	+$383K	0.15%	102
2023 Q3	–	Sell	-6,541	Closed	-$297K	–	139
2023 Q2	$297K	Sell	6,541 -916	-12%	-$41.9K	0.12%	115
2023 Q1	$344K	Sell	7,457 -1,854	-20%	-$84.8K	0.15%	98
2022 Q4	$418K	Sell	9,311 -8,639	-48%	-$386K	0.19%	85
2022 Q3	$799K	Buy	17,950 +4,790	+36%	+$223K	0.38%	63
2022 Q2	$616K	Sell	13,160 -472	-3%	-$22.4K	0.3%	71
2022 Q1	$677K	Hold	13,632	–	–	0.29%	71
2021 Q4	$722K	Hold	13,632	–	–	0.3%	69
2021 Q3	$726K	Hold	13,632	–	–	0.33%	65
2021 Q2	$729K	Hold	13,632	–	–	0.34%	62
2021 Q1	$719K	Hold	13,632	–	–	0.38%	57
2020 Q4	$744K	Hold	13,632	–	–	0.42%	53
2020 Q3	$741K	Sell	13,632 -340	-2%	-$18.6K	0.46%	49
2020 Q2	$759K	Sell	13,972 -83	-0.6%	-$4.45K	0.51%	46
2020 Q1	$738K	Buy	14,055 +800	+6%	+$42K	0.6%	42
2019 Q4	$691K	Hold	13,255	–	–	0.48%	47
2019 Q3	$695K	Hold	13,255	–	–	0.52%	46
2019 Q2	$685K	Hold	13,255	–	–	0.53%	45
2019 Q1	$671K	Hold	13,255	–	–	0.54%	42
2018 Q4	$653K	Buy	13,255 +836	+7%	+$40.7K	0.56%	39
2018 Q3	$610K	Buy	+12,419	New	+$613K	0.51%	40

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

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gradient Capital Advisors's IUSB Position: Q1 2024 in Review

Gradient Capital Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 8,661 shares — an estimated $399K sold.

Gradient Capital Advisors first reported a position in IUSB in Q3 2018 and held it in 21 quarters. The position peaked at $799K in Q3 2022. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

Gradient Capital Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
Gradient Capital Advisors sold 8,661 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $399K.
Gradient Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2018 and held it in 21 quarters.
Gradient Capital Advisors's iShares Core Universal USD Bond ETF position peaked at $799K in Q3 2022.
632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Gradient Capital Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.