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Personal CFO Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Personal CFO Solutions’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
-4,599
Closed -$210K – 572
2024
Q1 		$210K Buy
4,599
+134
+3% +$6.1K 0.03% 509
2023
Q4 		$206K Sell
4,465
-7,947
-64% -$351K 0.04% 489
2023
Q3 		$543K Buy
12,412
+1,559
+14% +$69.7K 0.11% 184
2023
Q2 		$493K Buy
10,853
+740
+7% +$33.9K 0.1% 205
2023
Q1 		$467K Buy
10,113
+765
+8% +$35K 0.1% 204
2022
Q4 		$420K Buy
9,348
+909
+11% +$40.7K 0.09% 212
2022
Q3 		$376K Buy
8,439
+21
+0.2% +$980 0.09% 206
2022
Q2 		$394K Buy
8,418
+710
+9% +$33.7K 0.09% 201
2022
Q1 		$383K Buy
7,708
+341
+5% +$17.4K 0.08% 250
2021
Q4 		$390K Buy
+7,367
New +$391K 0.07% 252

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Personal CFO Solutions's IUSB Position: Q2 2024 in Review

Personal CFO Solutions sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 4,599 shares — an estimated $210K sold.

Personal CFO Solutions first reported a position in IUSB in Q4 2021 and held it in 10 quarters. The position peaked at $543K in Q3 2023. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Personal CFO Solutions reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 4,599 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $210K.
  • Personal CFO Solutions first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 10 quarters.
  • Personal CFO Solutions's iShares Core Universal USD Bond ETF position peaked at $543K in Q3 2023.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.