Money Concepts Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-2,909	Closed	-$131K	–	1716
2022 Q4	$131K	Buy	2,909 +104	+4%	+$4.65K	0.01%	868
2022 Q3	$125K	Sell	2,805 -313	-10%	-$14.6K	0.01%	528
2022 Q2	$147K	Sell	3,118 -1,975	-39%	-$93.8K	0.01%	479
2022 Q1	$253K	Buy	+5,093	New	+$260K	0.01%	639
2021 Q1	$2K	Sell	47 -1,472	-97%	-$78.9K	﹤0.01%	692
2020 Q4	$83K	Buy	+1,519	New	+$82.5K	0.01%	483

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Money Concepts Capital's IUSB Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2023, closing a stake of 2,909 shares — an estimated $131K sold.

Money Concepts Capital first reported a position in IUSB in Q4 2020 and held it in 6 quarters. The position peaked at $253K in Q1 2022. 508 funds tracked by Wall St. Rank hold IUSB as of Q1 2023.

Money Concepts Capital reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,909 iShares Core Universal USD Bond ETF shares in Q1 2023, an estimated $131K.
Money Concepts Capital first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 6 quarters.
Money Concepts Capital's iShares Core Universal USD Bond ETF position peaked at $253K in Q1 2022.
508 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.