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

Pinnacle Private 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
2022
Q2 		$615K Sell
13,130
-1,257
-9% -$59.7K 0.24% 101
2022
Q1 		$714K Buy
+14,387
New +$733K 0.22% 103

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Private Wealth's IUSB Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 8.7% in Q2 2022, selling an estimated $59.7K and leaving 13,130 shares worth $615K. The position accounts for 0.24% of the portfolio, ranked #101.

Pinnacle Private Wealth first reported a position in IUSB in Q1 2022 and has held it in 2 quarters since. The position peaked at $714K in Q1 2022. 476 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

  • Pinnacle Private Wealth held 13,130 shares of iShares Core Universal USD Bond ETF worth $615K as of Q2 2022.
  • Pinnacle Private Wealth sold 1,257 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $59.7K.
  • iShares Core Universal USD Bond ETF made up 0.24% of Pinnacle Private Wealth's portfolio in Q2 2022, its #101 holding.
  • Pinnacle Private Wealth first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • Pinnacle Private Wealth's iShares Core Universal USD Bond ETF position peaked at $714K in Q1 2022.
  • 476 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.