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Hayden Royal’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Hayden Royal’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 		$333K Buy
6,286
+37
+0.6% +$1.96K 0.78% 38
2021
Q3 		$333K Sell
6,249
-549
-8% -$29.5K 0.54% 49
2021
Q2 		$364K Sell
6,798
-4,114
-38% -$219K 0.2% 114
2021
Q1 		$576K Buy
10,912
+453
+4% +$24.3K 0.33% 74
2020
Q4 		$571K Sell
10,459
-4,965
-32% -$270K 0.31% 76
2020
Q3 		$838K Sell
15,424
-1,632
-10% -$89.1K 0.45% 58
2020
Q2 		$927K Sell
17,056
-5,601
-25% -$300K 0.52% 44
2020
Q1 		$1.19M Buy
22,657
+11,676
+106% +$613K 0.7% 31
2019
Q4 		$583K Sell
10,981
-30,057
-73% -$1.57M 0.3% 86
2019
Q3 		$2.15M Buy
41,038
+32,611
+387% +$1.7M 1.89% 7
2019
Q2 		$434K Sell
8,427
-2,898
-26% -$147K 0.46% 70
2019
Q1 		$573K Buy
+11,325
New +$564K 0.75% 44

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

Hayden Royal's IUSB Position: Q4 2021 in Review

Hayden Royal increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.59% in Q4 2021, buying an estimated $1.96K and bringing the position to 6,286 shares worth $333K. The position accounts for 0.78% of the portfolio, ranked #38.

Hayden Royal first reported a position in IUSB in Q1 2019 and has held it in 12 quarters since. The position peaked at $2.15M in Q3 2019. 466 funds tracked by Wall St. Rank hold IUSB as of Q4 2021.

  • Hayden Royal held 6,286 shares of iShares Core Universal USD Bond ETF worth $333K as of Q4 2021.
  • Hayden Royal bought 37 iShares Core Universal USD Bond ETF shares in Q4 2021, an estimated $1.96K.
  • iShares Core Universal USD Bond ETF made up 0.78% of Hayden Royal's portfolio in Q4 2021, its #38 holding.
  • Hayden Royal first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 12 quarters since.
  • Hayden Royal's iShares Core Universal USD Bond ETF position peaked at $2.15M in Q3 2019.
  • 466 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.