Peterson Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Peterson Financial Group’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 Q3	$29.5K	Buy	+627	New	+$29.1K	0.11%	126

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Peterson Financial Group's IUSB Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2024: 627 shares worth $29.5K. The stake represents 0.11% of the portfolio and ranks #126 among its holdings.

664 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

Peterson Financial Group held 627 shares of iShares Core Universal USD Bond ETF worth $29.5K as of Q3 2024.
iShares Core Universal USD Bond ETF was a new Peterson Financial Group position in Q3 2024.
iShares Core Universal USD Bond ETF made up 0.11% of Peterson Financial Group's portfolio in Q3 2024, its #126 holding.
664 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.