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O'Rourke & Company’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

O'Rourke & Company’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
Q1 		– Sell
-5,099
Closed -$235K – 147
2023
Q4 		$235K Buy
+5,099
New +$225K 0.15% 126

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

O'Rourke & Company's IUSB Position: Q1 2024 in Review

O'Rourke & Company sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 5,099 shares — an estimated $235K sold.

O'Rourke & Company first reported a position in IUSB in Q4 2023 and held it in 1 quarter. The position peaked at $235K in Q4 2023. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • O'Rourke & Company reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • O'Rourke & Company sold 5,099 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $235K.
  • O'Rourke & Company first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 1 quarter.
  • O'Rourke & Company's iShares Core Universal USD Bond ETF position peaked at $235K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on O'Rourke & Company's 13F filing for Q1 2024, filed 18 Apr 2024.