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

Personal Wealth Partners’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 Q2	–	Sell	-8,189	Closed	-$406K	–	31
2022 Q1	$406K	Hold	8,189	–	–	0.18%	52
2021 Q4	$433K	Hold	8,189	–	–	0.18%	55
2021 Q3	$436K	Hold	8,189	–	–	0.18%	52
2021 Q2	$438K	Hold	8,189	–	–	0.18%	51
2021 Q1	$432K	Hold	8,189	–	–	0.2%	49
2020 Q4	$447K	Buy	8,189 +934	+13%	+$50.7K	0.21%	44
2020 Q3	$395K	Hold	7,255	–	–	0.21%	45
2020 Q2	$394K	Sell	7,255 -945	-12%	-$50.6K	0.22%	43
2020 Q1	$431K	Hold	8,200	–	–	0.26%	33
2019 Q4	$427K	Buy	+8,200	New	+$428K	0.18%	43

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Personal Wealth Partners's IUSB Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2022, closing a stake of 8,189 shares — an estimated $406K sold.

Personal Wealth Partners first reported a position in IUSB in Q4 2019 and held it in 10 quarters. The position peaked at $447K in Q4 2020. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

Personal Wealth Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 8,189 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $406K.
Personal Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 10 quarters.
Personal Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $447K in Q4 2020.
475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.