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Orion Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Orion Capital Management’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
Q1 		– Sell
-853
Closed -$45K – 417
2021
Q4 		$45K Hold
853
– – 0.03% 205
2021
Q3 		$45K Buy
+853
New +$45.8K 0.03% 197

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Orion Capital Management's IUSB Position: Q1 2022 in Review

Orion Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2022, closing a stake of 853 shares — an estimated $45K sold.

Orion Capital Management first reported a position in IUSB in Q3 2021 and held it in 2 quarters. The position peaked at $45K in Q4 2021. 477 funds tracked by Wall St. Rank hold IUSB as of Q1 2022.

  • Orion Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Orion Capital Management sold 853 iShares Core Universal USD Bond ETF shares in Q1 2022, an estimated $45K.
  • Orion Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 2 quarters.
  • Orion Capital Management's iShares Core Universal USD Bond ETF position peaked at $45K in Q4 2021.
  • 477 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2022.

Based on Orion Capital Management's 13F filing for Q1 2022, filed 11 May 2022.