IGWM
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ICA Group Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

ICA Group 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
2024
Q2 		$3.02K Sell
67
-8,587
-99% -$386K ﹤0.01% 637
2024
Q1 		$395K Buy
8,654
+1,807
+26% +$82.2K 0.08% 193
2023
Q4 		$315K Sell
6,847
-42
-0.6% -$1.86K 0.07% 198
2023
Q3 		$301K Sell
6,889
-5,516
-44% -$247K 0.08% 183
2023
Q2 		$564K Buy
12,405
+10,516
+557% +$481K 0.14% 125
2023
Q1 		$87.2K Sell
1,889
-11,199
-86% -$513K 0.02% 360
2022
Q4 		$588K Buy
13,088
+4,786
+58% +$214K 0.14% 145
2022
Q3 		$369K Buy
8,302
+933
+13% +$43.5K 0.08% 227
2022
Q2 		$347K Sell
7,369
-27
-0.4% -$1.28K 0.06% 251
2022
Q1 		$350K Buy
+7,396
New +$377K 0.07% 243

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

ICA Group Wealth Management's IUSB Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 99% in Q2 2024, selling an estimated $386K and leaving 67 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

ICA Group Wealth Management first reported a position in IUSB in Q1 2022 and has held it in 10 quarters since. The position peaked at $588K in Q4 2022. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • ICA Group Wealth Management held 67 shares of iShares Core Universal USD Bond ETF worth $3.02K as of Q2 2024.
  • ICA Group Wealth Management sold 8,587 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $386K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #637 holding.
  • ICA Group Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 10 quarters since.
  • ICA Group Wealth Management's iShares Core Universal USD Bond ETF position peaked at $588K in Q4 2022.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.