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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return