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Hanson & Doremus Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Hanson & Doremus Investment Management’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
-287
Closed -$13K – 496
2023
Q4 		$13K Buy
+287
New +$12.7K ﹤0.01% 393

Other funds holding IUSB

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BlackRock
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hanson & Doremus Investment Management's IUSB Position: Q1 2024 in Review

Hanson & Doremus Investment Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 287 shares — an estimated $13K sold.

Hanson & Doremus Investment Management first reported a position in IUSB in Q4 2023 and held it in 1 quarter. The position peaked at $13K in Q4 2023. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • Hanson & Doremus Investment Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 287 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $13K.
  • Hanson & Doremus Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's iShares Core Universal USD Bond ETF position peaked at $13K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.