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Rockbridge Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-2,820
Closed -$130K – 373
2023
Q4 		$130K Buy
+2,820
New +$125K 0.02% 152
2022
Q3 		– Sell
-2,393
Closed -$112K – 346
2022
Q2 		$112K Sell
2,393
-40
-2% -$1.9K 0.02% 142
2022
Q1 		$120K Hold
2,433
– – 0.02% 203
2021
Q4 		$129K Buy
2,433
+99
+4% +$5.25K 0.02% 222
2021
Q3 		$124K Hold
2,334
– – 0.02% 205
2021
Q2 		$125K Hold
2,334
– – 0.02% 202
2021
Q1 		$123K Buy
2,334
+228
+11% +$12.2K 0.02% 187
2020
Q4 		$115K Buy
2,106
+134
+7% +$7.28K 0.02% 187
2020
Q3 		$107K Sell
1,972
-2,028
-51% -$111K 0.03% 184
2020
Q2 		$217K Buy
+4,000
New +$214K 0.06% 116

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockbridge Investment Management's IUSB Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 2,820 shares — an estimated $130K sold.

Rockbridge Investment Management first reported a position in IUSB in Q2 2020 and held it in 10 quarters. The position peaked at $217K in Q2 2020. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 2,820 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $130K.
  • Rockbridge Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's iShares Core Universal USD Bond ETF position peaked at $217K in Q2 2020.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.