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

OneAscent Financial 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
2023
Q4 		– Sell
-6,082
Closed -$266K – 382
2023
Q3 		$266K Buy
+6,082
New +$272K 0.07% 201

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Carson Wealth (CWM LLC)
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JP Morgan Chase
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OneAscent Financial Services's IUSB Position: Q4 2023 in Review

OneAscent Financial Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 6,082 shares — an estimated $266K sold.

OneAscent Financial Services first reported a position in IUSB in Q3 2023 and held it in 1 quarter. The position peaked at $266K in Q3 2023. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

  • OneAscent Financial Services reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 6,082 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $266K.
  • OneAscent Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and held it in 1 quarter.
  • OneAscent Financial Services's iShares Core Universal USD Bond ETF position peaked at $266K in Q3 2023.
  • 628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on OneAscent Financial Services's 13F filing for Q4 2023, filed 11 Jan 2024.