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

MFA 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
Q4 		– Sell
-3,261
Closed -$154K – 223
2024
Q3 		$154K Hold
3,261
– – 0.03% 107
2024
Q2 		$147K Buy
+3,261
New +$147K 0.03% 116
2022
Q1 		– Sell
-23,821
Closed -$1.26M – 73
2021
Q4 		$1.26M Buy
+23,821
New +$1.26M 0.53% 34

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 $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

MFA Wealth Advisors's IUSB Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 3,261 shares — an estimated $154K sold.

MFA Wealth Advisors first reported a position in IUSB in Q4 2021 and held it in 3 quarters. The position peaked at $1.26M in Q4 2021. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • MFA Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 3,261 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $154K.
  • MFA Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 3 quarters.
  • MFA Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $1.26M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.