RBC
IUSB icon

Romano Brothers & Co’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-1,036
Closed -$46.5K – 618
2022
Q4 		$46.5K Buy
+1,036
New +$46.3K 0.01% 481

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
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

Romano Brothers & Co's IUSB Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2023, closing a stake of 1,036 shares — an estimated $46.5K sold.

Romano Brothers & Co first reported a position in IUSB in Q4 2022 and held it in 1 quarter. The position peaked at $46.5K in Q4 2022. 508 funds tracked by Wall St. Rank hold IUSB as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,036 iShares Core Universal USD Bond ETF shares in Q1 2023, an estimated $46.5K.
  • Romano Brothers & Co first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Core Universal USD Bond ETF position peaked at $46.5K in Q4 2022.
  • 508 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.