Laidlaw Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Laidlaw Wealth 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
2023 Q3	–	Sell	-4,764	Closed	-$217K	–	320
2023 Q2	$217K	Sell	4,764 -75	-2%	-$3.43K	0.04%	314
2023 Q1	$223K	Sell	4,839 -2,175	-31%	-$99.5K	0.05%	312
2022 Q4	$315K	Hold	7,014	–	–	0.07%	260
2022 Q3	$312K	Sell	7,014 -107	-2%	-$4.99K	0.07%	229
2022 Q2	$333K	Sell	7,121 -518	-7%	-$24.6K	0.07%	252
2022 Q1	$379K	Sell	7,639 -1,038	-12%	-$52.9K	0.06%	260
2021 Q4	$459K	Sell	8,677 -95	-1%	-$5.04K	0.07%	238
2021 Q3	$467K	Buy	8,772 +161	+2%	+$8.65K	0.12%	160
2021 Q2	$461K	Sell	8,611 -144	-2%	-$7.65K	0.12%	157
2021 Q1	$462K	Buy	8,755 +3,371	+63%	+$181K	0.16%	133
2020 Q4	$294K	Buy	+5,384	New	+$292K	0.06%	268

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

Laidlaw Wealth Management's IUSB Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2023, closing a stake of 4,764 shares — an estimated $217K sold.

Laidlaw Wealth Management first reported a position in IUSB in Q4 2020 and held it in 11 quarters. The position peaked at $467K in Q3 2021. 543 funds tracked by Wall St. Rank hold IUSB as of Q3 2023.

Laidlaw Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 4,764 iShares Core Universal USD Bond ETF shares in Q3 2023, an estimated $217K.
Laidlaw Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 11 quarters.
Laidlaw Wealth Management's iShares Core Universal USD Bond ETF position peaked at $467K in Q3 2021.
543 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.