HFG Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

HFG Wealth 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
2023 Q1	$630K	Buy	+13,660	New	+$625K	0.13%	53

Other funds holding IUSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HFG Wealth Management's IUSB Position: Q1 2023 in Review

HFG Wealth Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q1 2023: 13,660 shares worth $630K. The stake represents 0.13% of the portfolio and ranks #53 among its holdings.

508 funds tracked by Wall St. Rank hold IUSB as of Q1 2023.

HFG Wealth Management held 13,660 shares of iShares Core Universal USD Bond ETF worth $630K as of Q1 2023.
iShares Core Universal USD Bond ETF was a new HFG Wealth Management position in Q1 2023.
iShares Core Universal USD Bond ETF made up 0.13% of HFG Wealth Management's portfolio in Q1 2023, its #53 holding.
508 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.