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Independence Bank of Kentucky’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Independence Bank of Kentucky’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
Q3 		– Sell
-80
Closed -$3.64K – 500
2023
Q2 		$3.64K Buy
+80
New +$3.66K ﹤0.01% 450

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Jones Financial Companies
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LPL Financial
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Carson Wealth (CWM LLC)
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independence Bank of Kentucky's IUSB Position: Q3 2023 in Review

Independence Bank of Kentucky sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2023, closing a stake of 80 shares — an estimated $3.64K sold.

Independence Bank of Kentucky first reported a position in IUSB in Q2 2023 and held it in 1 quarter. The position peaked at $3.64K in Q2 2023. 543 funds tracked by Wall St. Rank hold IUSB as of Q3 2023.

  • Independence Bank of Kentucky reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Independence Bank of Kentucky sold 80 iShares Core Universal USD Bond ETF shares in Q3 2023, an estimated $3.64K.
  • Independence Bank of Kentucky first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and held it in 1 quarter.
  • Independence Bank of Kentucky's iShares Core Universal USD Bond ETF position peaked at $3.64K in Q2 2023.
  • 543 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2023.

Based on Independence Bank of Kentucky's 13F filing for Q3 2023, filed 16 Oct 2023.