Institutional & Family Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Institutional & Family Asset 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	$2.33M	Sell	51,629 -564	-1%	-$25.4K	0.36%	79
2024 Q1	$2.38M	Buy	52,193 +3,010	+6%	+$137K	0.38%	73
2023 Q4	$2.27M	Buy	49,183 +54	+0.1%	+$2.39K	0.37%	68
2023 Q3	$2.15M	Buy	49,129 +762	+2%	+$34.1K	0.35%	71
2023 Q2	$2.2M	Sell	48,367 -2,773	-5%	-$127K	0.36%	70
2023 Q1	$2.36M	Buy	51,140 +21,611	+73%	+$989K	0.39%	69
2022 Q4	$1.33M	Sell	29,529 -873	-3%	-$39K	0.22%	81
2022 Q3	$1.35M	Sell	30,402 -2,532	-8%	-$118K	0.24%	76
2022 Q2	$1.54M	Sell	32,934 -618	-2%	-$29.4K	0.27%	73
2022 Q1	$1.67M	Buy	33,552 +97	+0.3%	+$4.94K	0.26%	77
2021 Q4	$1.77M	Sell	33,455 -1,052	-3%	-$55.8K	0.28%	78
2021 Q3	$1.84M	Sell	34,507 -1,017	-3%	-$54.6K	0.29%	76
2021 Q2	$1.9M	Sell	35,524 -832	-2%	-$44.2K	0.31%	76
2021 Q1	$1.92M	Sell	36,356 -27,077	-43%	-$1.45M	0.37%	71
2020 Q4	$3.46M	Buy	63,433 +1,393	+2%	+$75.7K	0.73%	32
2020 Q3	$3.37M	Sell	62,040 -2,158	-3%	-$118K	0.79%	32
2020 Q2	$3.49M	Buy	64,198 +1,956	+3%	+$105K	0.72%	40
2020 Q1	$3.27M	Sell	62,242 -287	-0.5%	-$15.1K	0.75%	36
2019 Q4	$3.26M	Sell	62,529 -3,167	-5%	-$165K	0.69%	51
2019 Q3	$3.44M	Buy	65,696 +11,705	+22%	+$610K	0.76%	45
2019 Q2	$2.79M	Buy	53,991 +5,318	+11%	+$270K	0.6%	66
2019 Q1	$2.46M	Sell	48,673 -29	-0.1%	-$1.44K	0.52%	73
2018 Q4	$2.4M	Sell	48,702 -3,664	-7%	-$179K	0.54%	72
2018 Q3	$2.57M	Buy	52,366 +2,704	+5%	+$133K	0.51%	72
2018 Q2	$2.45M	Buy	49,662 +10,188	+26%	+$503K	0.51%	71
2018 Q1	$1.97M	Buy	+39,474	New	+$1.98M	0.42%	72

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Institutional & Family Asset Management's IUSB Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.1% in Q2 2024, selling an estimated $25.4K and leaving 51,629 shares worth $2.33M. The position accounts for 0.36% of the portfolio, ranked #79.

Institutional & Family Asset Management first reported a position in IUSB in Q1 2018 and has held it in 26 quarters since. The position peaked at $3.49M in Q2 2020. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

Institutional & Family Asset Management held 51,629 shares of iShares Core Universal USD Bond ETF worth $2.33M as of Q2 2024.
Institutional & Family Asset Management sold 564 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $25.4K.
iShares Core Universal USD Bond ETF made up 0.36% of Institutional & Family Asset Management's portfolio in Q2 2024, its #79 holding.
Institutional & Family Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's iShares Core Universal USD Bond ETF position peaked at $3.49M in Q2 2020.
646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.