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Islay Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Islay Capital Management’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
Q1 		– Sell
-5,709
Closed -$263K – 211
2023
Q4 		$263K Buy
+5,709
New +$252K 0.2% 86

Other funds holding IUSB

Envestnet Asset Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Islay Capital Management's IUSB Position: Q1 2024 in Review

Islay Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 5,709 shares — an estimated $263K sold.

Islay Capital Management first reported a position in IUSB in Q4 2023 and held it in 1 quarter. The position peaked at $263K in Q4 2023. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • Islay Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Islay Capital Management sold 5,709 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $263K.
  • Islay Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 1 quarter.
  • Islay Capital Management's iShares Core Universal USD Bond ETF position peaked at $263K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Islay Capital Management's 13F filing for Q1 2024, filed 14 May 2024.