IPW
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Impact Partnership Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Impact Partnership Wealth’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
-195
Closed -$8.98K – 786
2023
Q4 		$8.98K Sell
195
-926
-83% -$40.9K ﹤0.01% 513
2023
Q3 		$49K Buy
+1,121
New +$50.1K 0.02% 400

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Impact Partnership Wealth's IUSB Position: Q1 2024 in Review

Impact Partnership Wealth sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 195 shares — an estimated $8.98K sold.

Impact Partnership Wealth first reported a position in IUSB in Q3 2023 and held it in 2 quarters. The position peaked at $49K in Q3 2023. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • Impact Partnership Wealth reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 195 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $8.98K.
  • Impact Partnership Wealth first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iShares Core Universal USD Bond ETF position peaked at $49K in Q3 2023.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.