Newbridge Financial Services Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Newbridge Financial Services Group’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 Q2	–	Sell	-75	Closed	-$3.42K	–	1166
2024 Q1	$3.42K	Buy	+75	New	+$3.41K	﹤0.01%	939
2023 Q4	–	Sell	-4,548	Closed	-$199K	–	1254
2023 Q3	$199K	Buy	4,548 +17	+0.4%	+$760	0.1%	189
2023 Q2	$206K	Buy	4,531 +16	+0.4%	+$732	0.1%	197
2023 Q1	$208K	Buy	4,515 +10	+0.2%	+$458	0.11%	178
2022 Q4	$202K	Buy	4,505 +17	+0.4%	+$760	0.12%	177
2022 Q3	$200K	Buy	4,488 +11	+0.2%	+$513	0.12%	186
2022 Q2	$210K	Buy	4,477 +10	+0.2%	+$475	0.13%	157
2022 Q1	$222K	Buy	4,467 +1,059	+31%	+$54K	0.11%	180
2021 Q4	$180K	Sell	3,408 -248	-7%	-$13.1K	0.09%	217
2021 Q3	$195K	Buy	3,656 +3,599	+6,314%	+$193K	0.12%	175
2021 Q2	$3K	Hold	57	–	–	﹤0.01%	1217
2021 Q1	$3K	Buy	+57	New	+$3.06K	﹤0.01%	1121

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Newbridge Financial Services Group's IUSB Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 75 shares — an estimated $3.42K sold.

Newbridge Financial Services Group first reported a position in IUSB in Q1 2021 and held it in 12 quarters. The position peaked at $222K in Q1 2022. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

Newbridge Financial Services Group reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 75 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $3.42K.
Newbridge Financial Services Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 12 quarters.
Newbridge Financial Services Group's iShares Core Universal USD Bond ETF position peaked at $222K in Q1 2022.
646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.