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Panoramic Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Panoramic Investment 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
Q1 		$287K Sell
6,287
-4,906
-44% -$223K 0.21% 85
2023
Q4 		$516K Sell
11,193
-393
-3% -$17.4K 0.45% 55
2023
Q3 		$506K Buy
+11,586
New +$518K 0.47% 54
2022
Q4 		$432K Buy
+9,607
New +$430K 0.44% 54

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
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

Panoramic Investment Advisors's IUSB Position: Q1 2024 in Review

Panoramic Investment Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 44% in Q1 2024, selling an estimated $223K and leaving 6,287 shares worth $287K. The position accounts for 0.21% of the portfolio, ranked #85.

Panoramic Investment Advisors first reported a position in IUSB in Q4 2022 and has held it in 4 quarters since. The position peaked at $516K in Q4 2023. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • Panoramic Investment Advisors held 6,287 shares of iShares Core Universal USD Bond ETF worth $287K as of Q1 2024.
  • Panoramic Investment Advisors sold 4,906 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $223K.
  • iShares Core Universal USD Bond ETF made up 0.21% of Panoramic Investment Advisors's portfolio in Q1 2024, its #85 holding.
  • Panoramic Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Panoramic Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $516K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Panoramic Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.