IWS
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Insight Wealth Strategies’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Insight Wealth Strategies’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
2021
Q4 		– Sell
-26,594
Closed -$1.42M – 175
2021
Q3 		$1.42M Buy
26,594
+9,141
+52% +$491K 0.2% 72
2021
Q2 		$934K Sell
17,453
-4,502
-21% -$239K 0.13% 103
2021
Q1 		$1.16M Buy
+21,955
New +$1.18M 0.16% 88

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Insight Wealth Strategies's IUSB Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2021, closing a stake of 26,594 shares — an estimated $1.42M sold.

Insight Wealth Strategies first reported a position in IUSB in Q1 2021 and held it in 3 quarters. The position peaked at $1.42M in Q3 2021. 466 funds tracked by Wall St. Rank hold IUSB as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 26,594 iShares Core Universal USD Bond ETF shares in Q4 2021, an estimated $1.42M.
  • Insight Wealth Strategies first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 3 quarters.
  • Insight Wealth Strategies's iShares Core Universal USD Bond ETF position peaked at $1.42M in Q3 2021.
  • 466 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.