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Howard Financial Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Howard Financial Services’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
Q1 		– Sell
-6,049
Closed -$279K – 162
2023
Q4 		$279K Buy
+6,049
New +$267K 0.05% 123

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Envestnet Portfolio Solutions
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Morgan Stanley
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JP Morgan Chase
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Howard Financial Services's IUSB Position: Q1 2024 in Review

Howard Financial Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 6,049 shares — an estimated $279K sold.

Howard Financial Services first reported a position in IUSB in Q4 2023 and held it in 1 quarter. The position peaked at $279K in Q4 2023. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • Howard Financial Services reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Howard Financial Services sold 6,049 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $279K.
  • Howard Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 1 quarter.
  • Howard Financial Services's iShares Core Universal USD Bond ETF position peaked at $279K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Howard Financial Services's 13F filing for Q1 2024, filed 16 Apr 2024.