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Laurel Wealth Advisors (California)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$2.59M Buy
57,724
+9,850
+21% +$441K 0.26% 92
2022
Q3 		$2.13M Sell
47,874
-2,459
-5% -$115K 0.23% 101
2022
Q2 		$2.36M Buy
50,333
+16,693
+50% +$793K 0.24% 99
2022
Q1 		$1.67M Buy
33,640
+26,037
+342% +$1.33M 0.14% 164
2021
Q4 		$402K Buy
+7,603
New +$403K 0.03% 532

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IUSB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 21% in Q4 2022, buying an estimated $441K and bringing the position to 57,724 shares worth $2.59M. The position accounts for 0.26% of the portfolio, ranked #92.

Laurel Wealth Advisors (California) first reported a position in IUSB in Q4 2021 and has held it in 5 quarters since. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

  • Laurel Wealth Advisors (California) held 57,724 shares of iShares Core Universal USD Bond ETF worth $2.59M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 9,850 iShares Core Universal USD Bond ETF shares in Q4 2022, an estimated $441K.
  • iShares Core Universal USD Bond ETF made up 0.26% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #92 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • 525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.