Marshall Financial Group (Maryland)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Marshall Financial Group (Maryland)’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	–	Sell	-20,915	Closed	-$931K	–	187
2022 Q3	$931K	Sell	20,915 -4,945	-19%	-$231K	0.39%	72
2022 Q2	$1.21M	Sell	25,860 -14,341	-36%	-$681K	0.48%	58
2022 Q1	$2M	Sell	40,201 -3,732	-8%	-$190K	0.82%	21
2021 Q4	$2.33M	Sell	43,933 -200,170	-82%	-$10.6M	0.86%	16
2021 Q3	$13M	Sell	244,103 -13,203	-5%	-$709K	6.72%	2
2021 Q2	$13.8M	Buy	257,306 +15,005	+6%	+$797K	7.43%	2
2021 Q1	$12.8M	Buy	242,301 +8,021	+3%	+$430K	7.64%	2
2020 Q4	$12.8M	Buy	+234,280	New	+$12.7M	8.34%	2

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marshall Financial Group (Maryland)'s IUSB Position: Q4 2022 in Review

Marshall Financial Group (Maryland) sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2022, closing a stake of 20,915 shares — an estimated $931K sold.

Marshall Financial Group (Maryland) first reported a position in IUSB in Q4 2020 and held it in 8 quarters. The position peaked at $13.8M in Q2 2021. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

Marshall Financial Group (Maryland) reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 20,915 iShares Core Universal USD Bond ETF shares in Q4 2022, an estimated $931K.
Marshall Financial Group (Maryland) first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 8 quarters.
Marshall Financial Group (Maryland)'s iShares Core Universal USD Bond ETF position peaked at $13.8M in Q2 2021.
525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2022, filed 1 Feb 2023.