Kowal Investment Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kowal Investment 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
2024 Q3	$230K	Buy	+4,874	New	+$226K	0.04%	181
2023 Q3	–	Sell	-10,889	Closed	-$495K	–	161
2023 Q2	$495K	Sell	10,889 -8,225	-43%	-$376K	0.13%	84
2023 Q1	$882K	Buy	19,114 +119	+0.6%	+$5.45K	0.25%	55
2022 Q4	$853K	Buy	18,995 +4,402	+30%	+$197K	0.25%	53
2022 Q3	$649K	Sell	14,593 -1,100	-7%	-$51.3K	0.22%	59
2022 Q2	$735K	Buy	15,693 +6,795	+76%	+$323K	0.24%	48
2022 Q1	$442K	Buy	+8,898	New	+$453K	0.13%	68

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Kowal Investment Group's IUSB Position: Q3 2024 in Review

Kowal Investment Group opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2024: 4,874 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #181 among its holdings. This is a return to the name: Kowal Investment Group previously reported a position in IUSB as recently as Q2 2023.

Kowal Investment Group first reported a position in IUSB in Q1 2022 and has held it in 7 quarters since. The position peaked at $882K in Q1 2023. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

Kowal Investment Group held 4,874 shares of iShares Core Universal USD Bond ETF worth $230K as of Q3 2024.
iShares Core Universal USD Bond ETF was a new Kowal Investment Group position in Q3 2024.
iShares Core Universal USD Bond ETF made up 0.04% of Kowal Investment Group's portfolio in Q3 2024, its #181 holding.
Kowal Investment Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 7 quarters since.
Kowal Investment Group's iShares Core Universal USD Bond ETF position peaked at $882K in Q1 2023.
663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.