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Investors Asset Management of Georgia’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Investors Asset Management of Georgia’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
Q3 		– Sell
-416
Closed -$19K – 635
2022
Q2 		$19K Buy
+416
New +$19.8K 0.01% 342

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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 $187B AUM 21.7% 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

Investors Asset Management of Georgia's IUSB Position: Q3 2022 in Review

Investors Asset Management of Georgia sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2022, closing a stake of 416 shares — an estimated $19K sold.

Investors Asset Management of Georgia first reported a position in IUSB in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

  • Investors Asset Management of Georgia reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 416 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $19K.
  • Investors Asset Management of Georgia first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and held it in 1 quarter.
  • Investors Asset Management of Georgia's iShares Core Universal USD Bond ETF position peaked at $19K in Q2 2022.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q3 2022, filed 27 Oct 2022.