Heritage Wealth Management (Arizona)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$474K	Buy	10,487 +990	+10%	+$44.5K	0.26%	79
2024 Q1	$433K	Sell	9,497 -788	-8%	-$35.9K	0.22%	96
2023 Q4	$474K	Buy	+10,285	New	+$455K	0.26%	84
2022 Q4	$400K	Buy	8,900 +4,622	+108%	+$207K	0.06%	254
2022 Q3	$190K	Buy	4,278 +437	+11%	+$20.4K	0.06%	235
2022 Q2	$180K	Buy	3,841 +528	+16%	+$25.1K	0.06%	259
2022 Q1	$164K	Buy	+3,313	New	+$169K	0.04%	305
2021 Q3	$138K	Buy	2,590 +1,851	+250%	+$99.4K	0.05%	278
2021 Q2	$40K	Buy	+739	New	+$39.3K	0.02%	486

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

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

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

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

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

Heritage Wealth Management (Arizona)'s IUSB Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 10% in Q2 2024, buying an estimated $44.5K and bringing the position to 10,487 shares worth $474K. The position accounts for 0.26% of the portfolio, ranked #79.

Heritage Wealth Management (Arizona) first reported a position in IUSB in Q2 2021 and has held it in 9 quarters since. 649 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

Heritage Wealth Management (Arizona) held 10,487 shares of iShares Core Universal USD Bond ETF worth $474K as of Q2 2024.
Heritage Wealth Management (Arizona) bought 990 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $44.5K.
iShares Core Universal USD Bond ETF made up 0.26% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #79 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 9 quarters since.
649 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.