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Jaffetilchin Investment Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Jaffetilchin Investment Partners’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
-1,826
Closed -$86K – 824
2024
Q3 		$86K Buy
+1,826
New +$84.7K 0.01% 489
2022
Q3 		– Sell
-4,362
Closed -$204K – 330
2022
Q2 		$204K Sell
4,362
-4,541
-51% -$216K 0.02% 303
2022
Q1 		$423K Sell
8,903
-31
-0.3% -$1.58K 0.05% 213
2021
Q4 		$473K Buy
8,934
+48
+0.5% +$2.54K 0.04% 225
2021
Q3 		$473K Sell
8,886
-8,261
-48% -$444K 0.05% 209
2021
Q2 		$926K Buy
17,147
+9,037
+111% +$480K 0.06% 179
2021
Q1 		$428K Sell
8,110
-563
-6% -$30.2K 0.05% 217
2020
Q4 		$473K Buy
8,673
+80
+0.9% +$4.35K 0.07% 168
2020
Q3 		$467K Buy
8,593
+256
+3% +$14K 0.09% 124
2020
Q2 		$453K Buy
8,337
+2,403
+40% +$129K 0.1% 124
2020
Q1 		$312K Buy
5,934
+29
+0.5% +$1.52K 0.11% 116
2019
Q4 		$308K Buy
+5,905
New +$308K 0.07% 167

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jaffetilchin Investment Partners's IUSB Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 1,826 shares — an estimated $86K sold.

Jaffetilchin Investment Partners first reported a position in IUSB in Q4 2019 and held it in 12 quarters. The position peaked at $926K in Q2 2021. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,826 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $86K.
  • Jaffetilchin Investment Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 12 quarters.
  • Jaffetilchin Investment Partners's iShares Core Universal USD Bond ETF position peaked at $926K in Q2 2021.
  • 720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.