Level Four Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,019
Closed -$784K 814
2024
Q1
$784K Hold
17,019
0.04% 352
2023
Q4
$784K Sell
17,019
-6,373
-27% -$282K 0.04% 350
2023
Q3
$1.02M Buy
23,392
+4,875
+26% +$218K 0.07% 274
2023
Q2
$842K Buy
+18,517
New +$847K 0.05% 326

Other funds holding IUSB

Level Four Advisory Services's IUSB Position: Q2 2024 in Review

Level Four Advisory Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 17,019 shares — an estimated $784K sold.

Level Four Advisory Services first reported a position in IUSB in Q2 2023 and held it in 4 quarters. The position peaked at $1.02M in Q3 2023. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Level Four Advisory Services reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 17,019 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $784K.
  • Level Four Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and held it in 4 quarters.
  • Level Four Advisory Services's iShares Core Universal USD Bond ETF position peaked at $1.02M in Q3 2023.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.