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Insight Folios’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Insight Folios’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
Q3 		$228K Hold
4,843
– – 0.08% 114
2024
Q2 		$219K Buy
+4,843
New +$218K 0.09% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Insight Folios's IUSB Position: Q3 2024 in Review

Insight Folios held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q3 2024 at 4,843 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #114.

Insight Folios first reported a position in IUSB in Q2 2024 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

  • Insight Folios held 4,843 shares of iShares Core Universal USD Bond ETF worth $228K as of Q3 2024.
  • Insight Folios left its iShares Core Universal USD Bond ETF share count unchanged in Q3 2024.
  • iShares Core Universal USD Bond ETF made up 0.08% of Insight Folios's portfolio in Q3 2024, its #114 holding.
  • Insight Folios first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.