Householder Group Estate & Retirement Specialist’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-21	Closed	–	–	869
2024 Q3	$0	Buy	+21	New	+$974	﹤0.01%	1242
2024 Q2	–	Sell	-174	Closed	-$7.93K	–	1272
2024 Q1	$7.93K	Buy	174 +17	+11%	+$774	﹤0.01%	860
2023 Q4	$7K	Buy	157 +3	+2%	+$133	﹤0.01%	840
2023 Q3	$6.73K	Buy	+154	New	+$6.88K	﹤0.01%	871
2023 Q1	$3K	Buy	+57	New	+$2.61K	﹤0.01%	1035
2022 Q4	–	Sell	-57	Closed	-$2K	–	708
2022 Q3	$2K	Buy	+57	New	+$2.66K	﹤0.01%	958

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

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IUSB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 21 shares.

Householder Group Estate & Retirement Specialist first reported a position in IUSB in Q3 2022 and held it in 6 quarters. The position peaked at $7.93K in Q1 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 21 iShares Core Universal USD Bond ETF shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's iShares Core Universal USD Bond ETF position peaked at $7.93K in Q1 2024.
720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.