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

Peninsula Wealth’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
Q4 		$7.19M Buy
159,067
+1,112
+0.7% +$51K 1.23% 16
2024
Q3 		$7.35M Buy
157,955
+12,566
+9% +$583K 1.28% 17
2024
Q2 		$6.66M Buy
145,389
+39,028
+37% +$1.75M 1.24% 19
2024
Q1 		$4.85M Buy
106,361
+17,520
+20% +$797K 0.97% 19
2023
Q4 		$4.09M Buy
88,841
+79,710
+873% +$3.52M 0.84% 15
2023
Q3 		$392K Buy
+9,131
New +$408K 0.09% 53

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peninsula Wealth's IUSB Position: Q4 2024 in Review

Peninsula Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.7% in Q4 2024, buying an estimated $51K and bringing the position to 159,067 shares worth $7.19M. The position accounts for 1.23% of the portfolio, ranked #16.

Peninsula Wealth first reported a position in IUSB in Q3 2023 and has held it in 6 quarters since. The position peaked at $7.35M in Q3 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Peninsula Wealth held 159,067 shares of iShares Core Universal USD Bond ETF worth $7.19M as of Q4 2024.
  • Peninsula Wealth bought 1,112 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $51K.
  • iShares Core Universal USD Bond ETF made up 1.23% of Peninsula Wealth's portfolio in Q4 2024, its #16 holding.
  • Peninsula Wealth first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 6 quarters since.
  • Peninsula Wealth's iShares Core Universal USD Bond ETF position peaked at $7.35M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.