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

Gradient Investments’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 Q3	–	Sell	-5,658	Closed	-$256K	–	815
2024 Q2	$256K	Buy	5,658 +5,411	+2,191%	+$243K	0.01%	286
2024 Q1	$11.3K	Buy	247 +130	+111%	+$5.92K	﹤0.01%	628
2023 Q4	$5.39K	Buy	+117	New	+$5.17K	﹤0.01%	975
2022 Q4	–	Sell	-1,710	Closed	-$76K	–	1577
2022 Q3	$76K	Buy	1,710 +1,377	+414%	+$64.2K	﹤0.01%	417
2022 Q2	$16K	Buy	333 +243	+270%	+$11.5K	﹤0.01%	685
2022 Q1	$4K	Buy	+90	New	+$4.59K	﹤0.01%	929
2021 Q4	–	Sell	-493	Closed	-$26K	–	1281
2021 Q3	$26K	Buy	+493	New	+$26.5K	﹤0.01%	601

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

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

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

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

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

Gradient Investments's IUSB Position: Q3 2024 in Review

Gradient Investments sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2024, closing a stake of 5,658 shares — an estimated $256K sold.

Gradient Investments first reported a position in IUSB in Q3 2021 and held it in 7 quarters. The position peaked at $256K in Q2 2024. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

Gradient Investments reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 5,658 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $256K.
Gradient Investments first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 7 quarters.
Gradient Investments's iShares Core Universal USD Bond ETF position peaked at $256K in Q2 2024.
663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.