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Maxwell Wealth Strategies’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Maxwell Wealth Strategies’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 		$2.9M Sell
64,166
-7,932
-11% -$364K 1.18% 23
2024
Q3 		$3.3M Buy
72,098
+5,270
+8% +$245K 1.4% 20
2024
Q2 		$3.02M Sell
66,828
-3,268
-5% -$147K 1.48% 20
2024
Q1 		$3.14M Buy
70,096
+6,475
+10% +$295K 1.59% 17
2023
Q4 		$2.93M Buy
+63,621
New +$2.81M 1.92% 11

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
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
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 $18.1B AUM 15% 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

Maxwell Wealth Strategies's IUSB Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q4 2024, selling an estimated $364K and leaving 64,166 shares worth $2.9M. The position accounts for 1.18% of the portfolio, ranked #23.

Maxwell Wealth Strategies first reported a position in IUSB in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.3M in Q3 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Maxwell Wealth Strategies held 64,166 shares of iShares Core Universal USD Bond ETF worth $2.9M as of Q4 2024.
  • Maxwell Wealth Strategies sold 7,932 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $364K.
  • iShares Core Universal USD Bond ETF made up 1.18% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #23 holding.
  • Maxwell Wealth Strategies first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares Core Universal USD Bond ETF position peaked at $3.3M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.