HHM Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

HHM Wealth Advisors’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 Q2	–	Sell	-5,788	Closed	-$267K	–	829
2023 Q1	$267K	Buy	+5,788	New	+$265K	0.05%	109
2022 Q1	–	Sell	-307	Closed	-$16K	–	725
2021 Q4	$16K	Hold	307	–	–	﹤0.01%	459
2021 Q3	$16K	Buy	+307	New	+$16.5K	﹤0.01%	439

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

HHM Wealth Advisors's IUSB Position: Q2 2023 in Review

HHM Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2023, closing a stake of 5,788 shares — an estimated $267K sold.

HHM Wealth Advisors first reported a position in IUSB in Q3 2021 and held it in 3 quarters. The position peaked at $267K in Q1 2023. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

HHM Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 5,788 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $267K.
HHM Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 3 quarters.
HHM Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $267K in Q1 2023.
524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.