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Lindbrook Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Lindbrook Capital’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
Q4 		– Sell
-1,947
Closed -$91.7K – 2847
2024
Q3 		$91.7K Buy
+1,947
New +$90.3K 0.01% 586
2020
Q1 		– Sell
-85
Closed -$4K – 1767
2019
Q4 		$4K Buy
+85
New +$4.43K ﹤0.01% 1149

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindbrook Capital's IUSB Position: Q4 2024 in Review

Lindbrook Capital sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 1,947 shares — an estimated $91.7K sold.

Lindbrook Capital first reported a position in IUSB in Q4 2019 and held it in 2 quarters. The position peaked at $91.7K in Q3 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Lindbrook Capital reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 1,947 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $91.7K.
  • Lindbrook Capital first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 2 quarters.
  • Lindbrook Capital's iShares Core Universal USD Bond ETF position peaked at $91.7K in Q3 2024.
  • 720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.