Integrated Advisors Network’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Integrated Advisors Network’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
2022 Q4	–	Sell	-4,988	Closed	-$222K	–	657
2022 Q3	$222K	Sell	4,988 -25	-0.5%	-$1.17K	0.02%	575
2022 Q2	$235K	Buy	5,013 +36	+0.7%	+$1.71K	0.02%	583
2022 Q1	$247K	Buy	4,977 +238	+5%	+$12.1K	0.01%	585
2021 Q4	$251K	Sell	4,739 -1,254	-21%	-$66.5K	0.01%	562
2021 Q3	$319K	Sell	5,993 -8,286	-58%	-$445K	0.02%	499
2021 Q2	$764K	Sell	14,279 -1,132	-7%	-$60.1K	0.06%	274
2021 Q1	$813K	Sell	15,411 -24,897	-62%	-$1.33M	0.07%	235
2020 Q4	$2.2M	Sell	40,308 -591	-1%	-$32.1K	0.24%	120
2020 Q3	$2.22M	Buy	+40,899	New	+$2.23M	0.28%	100

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Integrated Advisors Network's IUSB Position: Q4 2022 in Review

Integrated Advisors Network sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2022, closing a stake of 4,988 shares — an estimated $222K sold.

Integrated Advisors Network first reported a position in IUSB in Q3 2020 and held it in 9 quarters. The position peaked at $2.22M in Q3 2020. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

Integrated Advisors Network reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Integrated Advisors Network sold 4,988 iShares Core Universal USD Bond ETF shares in Q4 2022, an estimated $222K.
Integrated Advisors Network first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and held it in 9 quarters.
Integrated Advisors Network's iShares Core Universal USD Bond ETF position peaked at $2.22M in Q3 2020.
525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on Integrated Advisors Network's 13F filing for Q4 2022, filed 27 Jan 2023.