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

Private Portfolio 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
Q1 		– Sell
-4,809
Closed -$216K – 258
2022
Q4 		$216K Sell
4,809
-2,068
-30% -$92.5K 0.06% 248
2022
Q3 		$306K Sell
6,877
-105,642
-94% -$4.93M 0.09% 189
2022
Q2 		$5.27M Sell
112,519
-608
-0.5% -$28.9K 1.47% 13
2022
Q1 		$5.61M Buy
113,127
+29,399
+35% +$1.5M 1.39% 14
2021
Q4 		$4.43M Buy
83,728
+3,387
+4% +$180K 1.14% 17
2021
Q3 		$4.28M Buy
80,341
+8,912
+12% +$479K 1.22% 16
2021
Q2 		$3.82M Buy
71,429
+12,013
+20% +$638K 1.11% 18
2021
Q1 		$3.13M Buy
59,416
+53,611
+924% +$2.87M 1.02% 20
2020
Q4 		$317K Buy
5,805
+267
+5% +$14.5K 0.11% 165
2020
Q3 		$301K Buy
5,538
+312
+6% +$17K 0.12% 155
2020
Q2 		$284K Buy
5,226
+1,293
+33% +$69.3K 0.13% 147
2020
Q1 		$207K Buy
+3,933
New +$207K 0.11% 173

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Private Portfolio Partners's IUSB Position: Q1 2023 in Review

Private Portfolio Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2023, closing a stake of 4,809 shares — an estimated $216K sold.

Private Portfolio Partners first reported a position in IUSB in Q1 2020 and held it in 12 quarters. The position peaked at $5.61M in Q1 2022. 508 funds tracked by Wall St. Rank hold IUSB as of Q1 2023.

  • Private Portfolio Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Private Portfolio Partners sold 4,809 iShares Core Universal USD Bond ETF shares in Q1 2023, an estimated $216K.
  • Private Portfolio Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and held it in 12 quarters.
  • Private Portfolio Partners's iShares Core Universal USD Bond ETF position peaked at $5.61M in Q1 2022.
  • 508 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2023.

Based on Private Portfolio Partners's 13F filing for Q1 2023, filed 12 May 2023.