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

Moss Adams 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
2023
Q2 		– Sell
-164
Closed -$7.57K – 159
2023
Q1 		$7.57K Buy
+164
New +$7.5K ﹤0.01% 140

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Moss Adams Wealth Advisors's IUSB Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2023, closing a stake of 164 shares — an estimated $7.57K sold.

Moss Adams Wealth Advisors first reported a position in IUSB in Q1 2023 and held it in 1 quarter. The position peaked at $7.57K in Q1 2023. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 164 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $7.57K.
  • Moss Adams Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $7.57K in Q1 2023.
  • 524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.