Onyx Bridge Wealth Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Onyx Bridge Wealth 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
2022 Q2	–	Sell	-9,918	Closed	-$475K	–	179
2022 Q1	$475K	Sell	9,918 -1,539	-13%	-$78.4K	0.18%	67
2021 Q4	$602K	Sell	11,457 -4,030	-26%	-$214K	0.2%	61
2021 Q3	$822K	Sell	15,487 -380,884	-96%	-$20.5M	0.31%	39
2021 Q2	$21.3M	Buy	396,371 +12,725	+3%	+$676K	9.21%	4
2021 Q1	$20.2M	Buy	383,646 +323,375	+537%	+$17.3M	10.13%	1
2020 Q4	$3.29M	Buy	+60,271	New	+$3.27M	2.15%	14

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Onyx Bridge Wealth Group's IUSB Position: Q2 2022 in Review

Onyx Bridge Wealth Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2022, closing a stake of 9,918 shares — an estimated $475K sold.

Onyx Bridge Wealth Group first reported a position in IUSB in Q4 2020 and held it in 6 quarters. The position peaked at $21.3M in Q2 2021. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

Onyx Bridge Wealth Group reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Onyx Bridge Wealth Group sold 9,918 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $475K.
Onyx Bridge Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 6 quarters.
Onyx Bridge Wealth Group's iShares Core Universal USD Bond ETF position peaked at $21.3M in Q2 2021.
475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.