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

Next Financial 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
2021
Q4 		$13M Buy
246,521
+69,112
+39% +$3.66M 0.86% 10
2021
Q3 		$9.45M Buy
177,409
+19,100
+12% +$1.03M 0.74% 14
2021
Q2 		$8.47M Sell
158,309
-16,004
-9% -$850K 0.68% 16
2021
Q1 		$9.2M Buy
174,313
+58,264
+50% +$3.12M 0.82% 12
2020
Q4 		$6.33M Buy
116,049
+182
+0.2% +$9.89K 0.61% 21
2020
Q3 		$6.3M Sell
115,867
-4,576
-4% -$250K 0.68% 18
2020
Q2 		$6.54M Buy
120,443
+3,425
+3% +$184K 0.76% 22
2020
Q1 		$6.14M Buy
117,018
+11
+0% +$578 0.79% 16
2019
Q4 		$6.1M Buy
117,007
+2,080
+2% +$109K 0.63% 21
2019
Q3 		$6.02M Buy
114,927
+14,827
+15% +$772K 0.65% 16
2019
Q2 		$5.17M Buy
+100,100
New +$5.08M 0.55% 23
2019
Q1 		– Sell
-65,214
Closed -$3.21M – 1872
2018
Q4 		$3.21M Buy
+65,214
New +$3.18M 0.67% 23
2018
Q3 		– Sell
-4,918
Closed -$243K – 1487
2018
Q2 		$243K Sell
4,918
-28,812
-85% -$1.42M 0.09% 239
2018
Q1 		$1.69M Buy
+33,730
New +$1.69M 0.36% 73
2017
Q3 		– Sell
-440
Closed -$22K – 1857
2017
Q2 		$22K Buy
+440
New +$22.4K 0.01% 1040

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Next Financial Group's IUSB Position: Q4 2021 in Review

Next Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 39% in Q4 2021, buying an estimated $3.66M and bringing the position to 246,521 shares worth $13M. The position accounts for 0.86% of the portfolio, ranked #10.

Next Financial Group first reported a position in IUSB in Q2 2017 and has held it in 15 quarters since. 466 funds tracked by Wall St. Rank hold IUSB as of Q4 2021.

  • Next Financial Group held 246,521 shares of iShares Core Universal USD Bond ETF worth $13M as of Q4 2021.
  • Next Financial Group bought 69,112 iShares Core Universal USD Bond ETF shares in Q4 2021, an estimated $3.66M.
  • iShares Core Universal USD Bond ETF made up 0.86% of Next Financial Group's portfolio in Q4 2021, its #10 holding.
  • Next Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2017 and has held it in 15 quarters since.
  • 466 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.