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IUSB icon

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

Private Ocean’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 		$133M Buy
2,937,092
+179,691
+7% +$8.08M 11.72% 2
2024
Q1 		$126M Buy
2,757,401
+297,225
+12% +$13.5M 13.32% 2
2023
Q4 		$113M Buy
2,460,176
+827,817
+51% +$36.6M 11.26% 2
2023
Q3 		$71.4M Buy
1,632,359
+775,089
+90% +$34.6M 9.06% 2
2023
Q2 		$39M Buy
857,270
+666,730
+350% +$30.5M 4.94% 4
2023
Q1 		$8.79M Buy
+190,540
New +$8.72M 1.17% 17

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

Private Ocean's IUSB Position: Q2 2024 in Review

Private Ocean increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6.5% in Q2 2024, buying an estimated $8.08M and bringing the position to 2,937,092 shares worth $133M. The position accounts for 11.72% of the portfolio, ranked #2.

Private Ocean first reported a position in IUSB in Q1 2023 and has held it in 6 quarters since. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Private Ocean held 2,937,092 shares of iShares Core Universal USD Bond ETF worth $133M as of Q2 2024.
  • Private Ocean bought 179,691 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $8.08M.
  • iShares Core Universal USD Bond ETF made up 11.72% of Private Ocean's portfolio in Q2 2024, its #2 holding.
  • Private Ocean first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 6 quarters since.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.