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Karn Couzens & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Karn Couzens & Associates’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
Q1 		$662K Buy
13,329
+1,056
+9% +$53.8K 0.42% 36
2021
Q4 		$650K Buy
12,273
+2,287
+23% +$121K 0.45% 31
2021
Q3 		$532K Sell
9,986
-176
-2% -$9.46K 0.41% 35
2021
Q2 		$544K Buy
+10,162
New +$540K 0.42% 33

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
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 $377B AUM 19.32% 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 $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Karn Couzens & Associates's IUSB Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.6% in Q1 2022, buying an estimated $53.8K and bringing the position to 13,329 shares worth $662K. The position accounts for 0.42% of the portfolio, ranked #36.

Karn Couzens & Associates first reported a position in IUSB in Q2 2021 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold IUSB as of Q1 2022.

  • Karn Couzens & Associates held 13,329 shares of iShares Core Universal USD Bond ETF worth $662K as of Q1 2022.
  • Karn Couzens & Associates bought 1,056 iShares Core Universal USD Bond ETF shares in Q1 2022, an estimated $53.8K.
  • iShares Core Universal USD Bond ETF made up 0.42% of Karn Couzens & Associates's portfolio in Q1 2022, its #36 holding.
  • Karn Couzens & Associates first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 4 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.