IRON Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

IRON Financial’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 Q4	–	Sell	-36,742	Closed	-$1.73M	–	107
2024 Q3	$1.73M	Sell	36,742 -596	-2%	-$27.7K	0.94%	27
2024 Q2	$1.69M	Buy	37,338 +368	+1%	+$16.5K	0.95%	26
2024 Q1	$1.69M	Buy	36,970 +222	+0.6%	+$10.1K	0.94%	26
2023 Q4	$1.69M	Buy	36,748 +1,601	+5%	+$70.8K	0.96%	23
2023 Q3	$1.54M	Buy	35,147 +350	+1%	+$15.6K	0.89%	26
2023 Q2	$1.58M	Buy	34,797 +8,083	+30%	+$370K	0.85%	29
2023 Q1	$1.23M	Buy	26,714 +760	+3%	+$34.8K	0.68%	32
2022 Q4	$1.17M	Buy	25,954 +7,566	+41%	+$338K	0.67%	33
2022 Q3	$818K	Buy	+18,388	New	+$858K	0.45%	42
2022 Q1	–	Sell	-3,780	Closed	-$200K	–	120
2021 Q4	$200K	Buy	3,780 +21	+0.6%	+$1.11K	0.09%	111
2021 Q3	$200K	Buy	+3,759	New	+$202K	0.1%	108

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

IRON Financial's IUSB Position: Q4 2024 in Review

IRON Financial sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 36,742 shares — an estimated $1.73M sold.

IRON Financial first reported a position in IUSB in Q3 2021 and held it in 11 quarters. The position peaked at $1.73M in Q3 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

IRON Financial reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
IRON Financial sold 36,742 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $1.73M.
IRON Financial first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 11 quarters.
IRON Financial's iShares Core Universal USD Bond ETF position peaked at $1.73M in Q3 2024.
720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on IRON Financial's 13F filing for Q4 2024, filed 22 Jan 2025.