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Lineweaver Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Lineweaver Wealth 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
2024
Q1 		– Sell
-5,519
Closed -$254K – 129
2023
Q4 		$254K Sell
5,519
-2,406
-30% -$106K 0.07% 118
2023
Q3 		$346K Sell
7,925
-5,523
-41% -$247K 0.1% 111
2023
Q2 		$612K Sell
13,448
-6,597
-33% -$302K 0.17% 82
2023
Q1 		$925K Sell
20,045
-324,087
-94% -$14.8M 0.28% 67
2022
Q4 		$15.5M Sell
344,132
-4,889
-1% -$219K 4.69% 4
2022
Q3 		$15.5M Buy
349,021
+1,631
+0.5% +$76.1K 5.04% 4
2022
Q2 		$16.3M Buy
347,390
+39,945
+13% +$1.9M 5.37% 4
2022
Q1 		$15.3M Buy
307,445
+4,115
+1% +$210K 4.36% 4
2021
Q4 		$16.1M Buy
303,330
+75,860
+33% +$4.02M 4.63% 4
2021
Q3 		$12.1M Buy
227,470
+10,508
+5% +$564K 3.69% 9
2021
Q2 		$11.6M Sell
216,962
-10,410
-5% -$553K 3.81% 7
2021
Q1 		$12M Buy
+227,372
New +$12.2M 4.25% 7

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 $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lineweaver Wealth Advisors's IUSB Position: Q1 2024 in Review

Lineweaver Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 5,519 shares — an estimated $254K sold.

Lineweaver Wealth Advisors first reported a position in IUSB in Q1 2021 and held it in 12 quarters. The position peaked at $16.3M in Q2 2022. 635 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • Lineweaver Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 5,519 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $254K.
  • Lineweaver Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 12 quarters.
  • Lineweaver Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $16.3M in Q2 2022.
  • 635 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.