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McDonald Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

McDonald Partners’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
Q1 		– Sell
-5,775
Closed -$306K – 499
2021
Q4 		$306K Buy
+5,775
New +$306K 0.28% 60

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Jones Financial Companies
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LPL Financial
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Carson Wealth (CWM LLC)
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McDonald Partners's IUSB Position: Q1 2022 in Review

McDonald Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2022, closing a stake of 5,775 shares — an estimated $306K sold.

McDonald Partners first reported a position in IUSB in Q4 2021 and held it in 1 quarter. The position peaked at $306K in Q4 2021. 477 funds tracked by Wall St. Rank hold IUSB as of Q1 2022.

  • McDonald Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 5,775 iShares Core Universal USD Bond ETF shares in Q1 2022, an estimated $306K.
  • McDonald Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's iShares Core Universal USD Bond ETF position peaked at $306K in Q4 2021.
  • 477 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.