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LaSalle St. Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

LaSalle St. Investment Advisors’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
Q4 		– Sell
-11,908
Closed -$520K – 132
2023
Q3 		$520K Sell
11,908
-182,315
-94% -$8.15M 0.25% 57
2023
Q2 		$8.83M Sell
194,223
-5,175
-3% -$237K 3.92% 3
2023
Q1 		$9.2M Buy
199,398
+89,430
+81% +$4.09M 4.07% 3
2022
Q4 		$4.94M Buy
+109,968
New +$4.92M 2.33% 4

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LaSalle St. Investment Advisors's IUSB Position: Q4 2023 in Review

LaSalle St. Investment Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 11,908 shares — an estimated $520K sold.

LaSalle St. Investment Advisors first reported a position in IUSB in Q4 2022 and held it in 4 quarters. The position peaked at $9.2M in Q1 2023. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

  • LaSalle St. Investment Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 11,908 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $520K.
  • LaSalle St. Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 4 quarters.
  • LaSalle St. Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $9.2M in Q1 2023.
  • 628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on LaSalle St. Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.