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

PrairieView 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
2023
Q3 		– Sell
-429
Closed -$19K – 429
2023
Q2 		$19K Buy
+429
New +$19.6K ﹤0.01% 273

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PrairieView Partners's IUSB Position: Q3 2023 in Review

PrairieView Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2023, closing a stake of 429 shares — an estimated $19K sold.

PrairieView Partners first reported a position in IUSB in Q2 2023 and held it in 1 quarter. The position peaked at $19K in Q2 2023. 543 funds tracked by Wall St. Rank hold IUSB as of Q3 2023.

  • PrairieView Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • PrairieView Partners sold 429 iShares Core Universal USD Bond ETF shares in Q3 2023, an estimated $19K.
  • PrairieView Partners first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and held it in 1 quarter.
  • PrairieView Partners's iShares Core Universal USD Bond ETF position peaked at $19K in Q2 2023.
  • 543 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.