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Intergy Private Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Intergy Private Wealth’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
Q2 		– Sell
-4,602
Closed -$228K – 64
2022
Q1 		$228K Sell
4,602
-1,832
-28% -$93.4K 0.16% 48
2021
Q4 		$341K Buy
+6,434
New +$341K 0.27% 41

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Intergy Private Wealth's IUSB Position: Q2 2022 in Review

Intergy Private Wealth sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2022, closing a stake of 4,602 shares — an estimated $228K sold.

Intergy Private Wealth first reported a position in IUSB in Q4 2021 and held it in 2 quarters. The position peaked at $341K in Q4 2021. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

  • Intergy Private Wealth reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Intergy Private Wealth sold 4,602 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $228K.
  • Intergy Private Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 2 quarters.
  • Intergy Private Wealth's iShares Core Universal USD Bond ETF position peaked at $341K in Q4 2021.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Intergy Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.