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

Karp 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
2022
Q2 		– Sell
-178,132
Closed -$8.84M – 151
2022
Q1 		$8.84M Sell
178,132
-61,998
-26% -$3.16M 1.29% 31
2021
Q4 		$12.7M Sell
240,130
-15,635
-6% -$829K 1.59% 17
2021
Q3 		$13.6M Sell
255,765
-94,125
-27% -$5.06M 1.92% 9
2021
Q2 		$18.7M Sell
349,890
-624
-0.2% -$33.1K 2.77% 2
2021
Q1 		$18.5M Buy
350,514
+17,756
+5% +$952K 3.35% 2
2020
Q4 		$18.2M Buy
332,758
+16,284
+5% +$885K 3.74% 2
2020
Q3 		$17.2M Sell
316,474
-44,100
-12% -$2.41M 4.21% 2
2020
Q2 		$19.6M Buy
360,574
+55,248
+18% +$2.96M 5.43% 1
2020
Q1 		$16M Buy
305,326
+38,482
+14% +$2.02M 5.26% 1
2019
Q4 		$13.9M Buy
266,844
+32,396
+14% +$1.69M 3.66% 1
2019
Q3 		$12.3M Buy
234,448
+43,990
+23% +$2.29M 3.58% 1
2019
Q2 		$9.84M Buy
190,458
+24,704
+15% +$1.25M 3.12% 1
2019
Q1 		$8.39M Buy
165,754
+21,179
+15% +$1.05M 2.98% 1
2018
Q4 		$7.12M Buy
+144,575
New +$7.04M 3.4% 2

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

Karp Capital Management's IUSB Position: Q2 2022 in Review

Karp Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2022, closing a stake of 178,132 shares — an estimated $8.84M sold.

Karp Capital Management first reported a position in IUSB in Q4 2018 and held it in 14 quarters. The position peaked at $19.6M in Q2 2020. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

  • Karp Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Karp Capital Management sold 178,132 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $8.84M.
  • Karp Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and held it in 14 quarters.
  • Karp Capital Management's iShares Core Universal USD Bond ETF position peaked at $19.6M in Q2 2020.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.