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

Graypoint LLC’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
Q4 		– Sell
-8,170
Closed -$385K – 526
2024
Q3 		$385K Sell
8,170
-6,419
-44% -$298K 0.02% 359
2024
Q2 		$660K Buy
+14,589
New +$656K 0.05% 228
2023
Q4 		– Sell
-8,980
Closed -$393K – 442
2023
Q3 		$393K Buy
+8,980
New +$401K 0.04% 279

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Graypoint LLC's IUSB Position: Q4 2024 in Review

Graypoint LLC sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 8,170 shares — an estimated $385K sold.

Graypoint LLC first reported a position in IUSB in Q3 2023 and held it in 3 quarters. The position peaked at $660K in Q2 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Graypoint LLC reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Graypoint LLC sold 8,170 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $385K.
  • Graypoint LLC first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and held it in 3 quarters.
  • Graypoint LLC's iShares Core Universal USD Bond ETF position peaked at $660K in Q2 2024.
  • 720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Graypoint LLC's 13F filing for Q4 2024, filed 10 Jan 2025.