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Regent Peak Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Regent Peak Wealth Advisors’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 		– Sell
-8,249
Closed -$409K – 165
2022
Q1 		$409K Sell
8,249
-7,390
-47% -$377K 0.12% 103
2021
Q4 		$828K Buy
15,639
+32
+0.2% +$1.7K 0.23% 63
2021
Q3 		$831K Hold
15,607
– – 0.24% 64
2021
Q2 		$842K Sell
15,607
-435
-3% -$23.1K 0.24% 65
2021
Q1 		$846K Sell
16,042
-4,237
-21% -$227K 0.28% 65
2020
Q4 		$1.11M Buy
20,279
+5,540
+38% +$301K 0.37% 53
2020
Q3 		$802K Buy
14,739
+429
+3% +$23.4K 0.34% 57
2020
Q2 		$777K Buy
14,310
+787
+6% +$42.2K 0.35% 55
2020
Q1 		$709K Sell
13,523
-369,070
-96% -$19.4M 0.39% 54
2019
Q4 		$19.9M Buy
+382,593
New +$20M 9.1% 2

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regent Peak Wealth Advisors's IUSB Position: Q2 2022 in Review

Regent Peak Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2022, closing a stake of 8,249 shares — an estimated $409K sold.

Regent Peak Wealth Advisors first reported a position in IUSB in Q4 2019 and held it in 10 quarters. The position peaked at $19.9M in Q4 2019. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

  • Regent Peak Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 8,249 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $409K.
  • Regent Peak Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 10 quarters.
  • Regent Peak Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $19.9M in Q4 2019.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.