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One Wealth Management Investment & Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-206,904
Closed -$9.36M – 87
2024
Q2 		$9.36M Sell
206,904
-8,844
-4% -$398K 3.72% 5
2024
Q1 		$9.84M Buy
215,748
+111,968
+108% +$5.1M 4.03% 4
2023
Q4 		$4.78M Buy
+103,780
New +$4.59M 2.13% 10

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's IUSB Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2024, closing a stake of 206,904 shares — an estimated $9.36M sold.

One Wealth Management Investment & Advisory Services first reported a position in IUSB in Q4 2023 and held it in 3 quarters. The position peaked at $9.84M in Q1 2024. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 206,904 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $9.36M.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's iShares Core Universal USD Bond ETF position peaked at $9.84M in Q1 2024.
  • 663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.