Prudential Financial
IUSB icon

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

Prudential Financial’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
Q4 		– Sell
-1,046,686
Closed -$49.3M – 2500
2024
Q3 		$49.3M Buy
1,046,686
+46,173
+5% +$2.14M 0.07% 233
2024
Q2 		$45.2M Sell
1,000,513
-148,250
-13% -$6.67M 0.07% 238
2024
Q1 		$52.4M Buy
1,148,763
+185,739
+19% +$8.45M 0.07% 231
2023
Q4 		$44.4M Sell
963,024
-16,547
-2% -$731K 0.07% 245
2023
Q3 		$42.8M Sell
979,571
-326,027
-25% -$14.6M 0.07% 252
2023
Q2 		$59.4M Buy
1,305,598
+81,514
+7% +$3.73M 0.09% 213
2023
Q1 		$56.5M Buy
1,224,084
+487,589
+66% +$22.3M 0.09% 216
2022
Q4 		$33.1M Buy
736,495
+104,984
+17% +$4.7M 0.06% 320
2022
Q3 		$28.2M Buy
631,511
+105,430
+20% +$4.92M 0.05% 345
2022
Q2 		$24.5M Buy
526,081
+81,355
+18% +$3.87M 0.04% 397
2022
Q1 		$22.1M Buy
444,726
+136,018
+44% +$6.93M 0.03% 460
2021
Q4 		$16.4M Buy
308,708
+6,262
+2% +$332K 0.02% 565
2021
Q3 		$16.3M Buy
302,446
+25,623
+9% +$1.38M 0.02% 562
2021
Q2 		$14.8M Buy
276,823
+74,586
+37% +$3.96M 0.02% 625
2021
Q1 		$10.7M Buy
202,237
+192,923
+2,071% +$10.3M 0.02% 739
2020
Q4 		$508K Buy
9,314
+3,981
+75% +$216K ﹤0.01% 2053
2020
Q3 		$290K Sell
5,333
-3,227
-38% -$176K ﹤0.01% 2170
2020
Q2 		$465K Buy
8,560
+422
+5% +$22.6K ﹤0.01% 1941
2020
Q1 		$427K Sell
8,138
-545
-6% -$28.6K ﹤0.01% 1952
2019
Q4 		$452K Sell
8,683
-182
-2% -$9.5K ﹤0.01% 2087
2019
Q3 		$465K Sell
8,865
-7,431
-46% -$387K ﹤0.01% 2072
2019
Q2 		$842K Sell
16,296
-2,679
-14% -$136K ﹤0.01% 1927
2019
Q1 		$960K Buy
18,975
+11,627
+158% +$579K ﹤0.01% 1892
2018
Q4 		$362K Buy
+7,348
New +$358K ﹤0.01% 2096
2018
Q3 		– Sell
-4,391
Closed -$217K – 2447
2018
Q2 		$217K Buy
+4,391
New +$217K ﹤0.01% 2321

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $18.1B AUM 15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial's IUSB Position: Q4 2024 in Review

Prudential Financial sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 1,046,686 shares — an estimated $49.3M sold.

Prudential Financial first reported a position in IUSB in Q2 2018 and held it in 25 quarters. The position peaked at $59.4M in Q2 2023. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Prudential Financial reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 1,046,686 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $49.3M.
  • Prudential Financial first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and held it in 25 quarters.
  • Prudential Financial's iShares Core Universal USD Bond ETF position peaked at $59.4M in Q2 2023.
  • 720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.