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Investmark Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Investmark Advisory Group’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
-28,895
Closed -$1.28M – 111
2022
Q3 		$1.28M Buy
+28,895
New +$1.35M 1.15% 29

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Investmark Advisory Group's IUSB Position: Q4 2022 in Review

Investmark Advisory Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2022, closing a stake of 28,895 shares — an estimated $1.28M sold.

Investmark Advisory Group first reported a position in IUSB in Q3 2022 and held it in 1 quarter. The position peaked at $1.28M in Q3 2022. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

  • Investmark Advisory Group reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 28,895 iShares Core Universal USD Bond ETF shares in Q4 2022, an estimated $1.28M.
  • Investmark Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 1 quarter.
  • Investmark Advisory Group's iShares Core Universal USD Bond ETF position peaked at $1.28M in Q3 2022.
  • 525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on Investmark Advisory Group's 13F filing for Q4 2022, filed 24 Jan 2023.