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

OmniStar 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
2023 Q1	–	Sell	-16,554	Closed	-$744K	–	108
2022 Q4	$744K	Sell	16,554 -296	-2%	-$13.2K	0.85%	44
2022 Q3	$749K	Buy	16,850 +1,240	+8%	+$57.8K	0.89%	41
2022 Q2	$730K	Buy	15,610 +1,780	+13%	+$84.6K	0.81%	48
2022 Q1	$686K	Buy	13,830 +6,383	+86%	+$325K	0.68%	55
2021 Q4	$394K	Sell	7,447 -4,007	-35%	-$212K	0.4%	81
2021 Q3	$615K	Sell	11,454 -811	-7%	-$43.6K	0.73%	56
2021 Q2	$656K	Buy	12,265 +2,801	+30%	+$149K	0.81%	47
2021 Q1	$499K	Buy	+9,464	New	+$507K	0.63%	59

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

OmniStar Financial Group's IUSB Position: Q1 2023 in Review

OmniStar Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2023, closing a stake of 16,554 shares — an estimated $744K sold.

OmniStar Financial Group first reported a position in IUSB in Q1 2021 and held it in 8 quarters. The position peaked at $749K in Q3 2022. 508 funds tracked by Wall St. Rank hold IUSB as of Q1 2023.

OmniStar Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
OmniStar Financial Group sold 16,554 iShares Core Universal USD Bond ETF shares in Q1 2023, an estimated $744K.
OmniStar Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 8 quarters.
OmniStar Financial Group's iShares Core Universal USD Bond ETF position peaked at $749K in Q3 2022.
508 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2023.

Based on OmniStar Financial Group's 13F filing for Q1 2023, filed 1 May 2023.