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Outlook Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Outlook Wealth Advisors’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
Q2 		– Sell
-62,903
Closed -$2.87M – 268
2024
Q1 		$2.87M Buy
+62,903
New +$2.86M 0.89% 25

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Outlook Wealth Advisors's IUSB Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 62,903 shares — an estimated $2.87M sold.

Outlook Wealth Advisors first reported a position in IUSB in Q1 2024 and held it in 1 quarter. The position peaked at $2.87M in Q1 2024. 649 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 62,903 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $2.87M.
  • Outlook Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and held it in 1 quarter.
  • Outlook Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $2.87M in Q1 2024.
  • 649 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.