Ritter Daniher Financial Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ritter Daniher Financial Advisory’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 Q2	–	Sell	-7	Closed	-$324	–	339
2023 Q1	$324	Sell	7 -3,159	-100%	-$145K	﹤0.01%	287
2022 Q4	$142K	Buy	+3,166	New	+$142K	0.07%	81
2022 Q1	–	Sell	-3,097	Closed	-$164K	–	253
2021 Q4	$164K	Buy	+3,097	New	+$164K	0.11%	63

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ritter Daniher Financial Advisory's IUSB Position: Q2 2023 in Review

Ritter Daniher Financial Advisory sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2023, closing a stake of 7 shares — an estimated $324 sold.

Ritter Daniher Financial Advisory first reported a position in IUSB in Q4 2021 and held it in 3 quarters. The position peaked at $164K in Q4 2021. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

Ritter Daniher Financial Advisory reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 7 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $324.
Ritter Daniher Financial Advisory first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 3 quarters.
Ritter Daniher Financial Advisory's iShares Core Universal USD Bond ETF position peaked at $164K in Q4 2021.
524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.