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

RGT 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
Q3 		$75K Sell
1,684
-40,451
-96% -$1.89M 0.01% 84
2022
Q2 		$1.97M Sell
42,135
-663
-2% -$31.5K 0.33% 21
2022
Q1 		$2.12M Sell
42,798
-4,053
-9% -$207K 0.34% 25
2021
Q4 		$2.48M Buy
+46,851
New +$2.48M 0.38% 21

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

RGT Wealth Advisors's IUSB Position: Q3 2022 in Review

RGT Wealth Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 96% in Q3 2022, selling an estimated $1.89M and leaving 1,684 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #84.

RGT Wealth Advisors first reported a position in IUSB in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.48M in Q4 2021. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

  • RGT Wealth Advisors held 1,684 shares of iShares Core Universal USD Bond ETF worth $75K as of Q3 2022.
  • RGT Wealth Advisors sold 40,451 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $1.89M.
  • iShares Core Universal USD Bond ETF made up 0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #84 holding.
  • RGT Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $2.48M in Q4 2021.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.