GYL Financial Synergies’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

GYL Financial Synergies’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	$16.2M	Sell	344,134 -4,284	-1%	-$199K	1.22%	17
2024 Q2	$15.8M	Sell	348,418 -197,701	-36%	-$8.89M	1.22%	16
2024 Q1	$24.9M	Sell	546,119 -196,137	-26%	-$8.93M	1.95%	7
2023 Q4	$34.2M	Buy	742,256 +698,453	+1,595%	+$30.9M	2.83%	5
2023 Q3	$1.91M	Sell	43,803 -25,231	-37%	-$1.13M	0.19%	113
2023 Q2	$3.14M	Buy	69,034 +30,178	+78%	+$1.38M	0.29%	85
2023 Q1	$1.79M	Sell	38,856 -326,067	-89%	-$14.9M	0.21%	90
2022 Q4	$16.4M	Buy	364,923 +214,462	+143%	+$9.59M	3.55%	4
2022 Q3	$6.7M	Buy	150,461 +6,729	+5%	+$314K	1.83%	14
2022 Q2	$6.73M	Buy	143,732 +116,529	+428%	+$5.54M	1.84%	13
2022 Q1	$1.35M	Sell	27,203 -27,315	-50%	-$1.39M	0.32%	40
2021 Q4	$2.89M	Buy	+54,518	New	+$2.89M	0.78%	24

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

GYL Financial Synergies's IUSB Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.2% in Q3 2024, selling an estimated $199K and leaving 344,134 shares worth $16.2M. The position accounts for 1.22% of the portfolio, ranked #17.

GYL Financial Synergies first reported a position in IUSB in Q4 2021 and has held it in 12 quarters since. The position peaked at $34.2M in Q4 2023. 666 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

GYL Financial Synergies held 344,134 shares of iShares Core Universal USD Bond ETF worth $16.2M as of Q3 2024.
GYL Financial Synergies sold 4,284 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $199K.
iShares Core Universal USD Bond ETF made up 1.22% of GYL Financial Synergies's portfolio in Q3 2024, its #17 holding.
GYL Financial Synergies first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 12 quarters since.
GYL Financial Synergies's iShares Core Universal USD Bond ETF position peaked at $34.2M in Q4 2023.
666 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.