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Palladiem’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Palladiem’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
-100,312
Closed -$5.31M – 65
2021
Q4 		$5.31M Sell
100,312
-849
-0.8% -$45K 4.27% 9
2021
Q3 		$5.39M Buy
101,161
+345
+0.3% +$18.5K 4.36% 9
2021
Q2 		$5.39M Sell
100,816
-11,259
-10% -$598K 4.35% 7
2021
Q1 		$5.91M Buy
112,075
+23,948
+27% +$1.28M 5.16% 9
2020
Q4 		$4.81M Buy
+88,127
New +$4.79M 4.5% 9

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

Palladiem's IUSB Position: Q1 2022 in Review

Palladiem sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2022, closing a stake of 100,312 shares — an estimated $5.31M sold.

Palladiem first reported a position in IUSB in Q4 2020 and held it in 5 quarters. The position peaked at $5.91M in Q1 2021. 477 funds tracked by Wall St. Rank hold IUSB as of Q1 2022.

  • Palladiem reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Palladiem sold 100,312 iShares Core Universal USD Bond ETF shares in Q1 2022, an estimated $5.31M.
  • Palladiem first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 5 quarters.
  • Palladiem's iShares Core Universal USD Bond ETF position peaked at $5.91M in Q1 2021.
  • 477 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2022.

Based on Palladiem's 13F filing for Q1 2022, filed 22 Apr 2022.