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

Journey 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	-23,147	Closed	-$1.03M	–	230
2022 Q3	$1.03M	Sell	23,147 -600	-3%	-$28K	0.26%	82
2022 Q2	$1.14M	Sell	23,747 -1,525	-6%	-$72.5K	0.26%	84
2022 Q1	$1.25M	Buy	25,272 +1	+0%	+$51	0.32%	75
2021 Q4	$1.34M	Hold	25,271	–	–	0.37%	62
2021 Q3	$1.34M	Sell	25,271 -100	-0.4%	-$5.37K	0.44%	57
2021 Q2	$1.36M	Hold	25,371	–	–	0.43%	60
2021 Q1	$1.34M	Sell	25,371 -799	-3%	-$42.8K	0.47%	59
2020 Q4	$1.43M	Buy	+26,170	New	+$1.42M	0.53%	52

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Journey Advisory Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2022, closing a stake of 23,147 shares — an estimated $1.03M sold.

Journey Advisory Group first reported a position in IUSB in Q4 2020 and held it in 8 quarters. The position peaked at $1.43M in Q4 2020. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

Journey Advisory Group reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Journey Advisory Group sold 23,147 iShares Core Universal USD Bond ETF shares in Q4 2022, an estimated $1.03M.
Journey Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 8 quarters.
Journey Advisory Group's iShares Core Universal USD Bond ETF position peaked at $1.43M in Q4 2020.
525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on Journey Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.