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HawsGoodwin Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

HawsGoodwin 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
2021
Q4 		$6.25M Sell
118,177
-21,664
-15% -$1.15M 1.82% 16
2021
Q3 		$7.45M Buy
139,841
+8,728
+7% +$469K 2.26% 14
2021
Q2 		$7.01M Sell
131,113
-7,750
-6% -$412K 2.16% 16
2021
Q1 		$7.33M Buy
+138,863
New +$7.44M 2.34% 12

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HawsGoodwin Investment Management's IUSB Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q4 2021, selling an estimated $1.15M and leaving 118,177 shares worth $6.25M. The position accounts for 1.82% of the portfolio, ranked #16.

HawsGoodwin Investment Management first reported a position in IUSB in Q1 2021 and has held it in 4 quarters since. The position peaked at $7.45M in Q3 2021. 466 funds tracked by Wall St. Rank hold IUSB as of Q4 2021.

  • HawsGoodwin Investment Management held 118,177 shares of iShares Core Universal USD Bond ETF worth $6.25M as of Q4 2021.
  • HawsGoodwin Investment Management sold 21,664 iShares Core Universal USD Bond ETF shares in Q4 2021, an estimated $1.15M.
  • iShares Core Universal USD Bond ETF made up 1.82% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #16 holding.
  • HawsGoodwin Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 4 quarters since.
  • HawsGoodwin Investment Management's iShares Core Universal USD Bond ETF position peaked at $7.45M in Q3 2021.
  • 466 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.