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S.C. Financial Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

S.C. Financial Services’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
Q4 		$785K Buy
17,475
+2,580
+17% +$115K 1.21% 24
2022
Q3 		$663K Buy
14,895
+1
+0% +$47 1.05% 25
2022
Q2 		$697K Sell
14,894
-7,071
-32% -$336K 1.07% 26
2022
Q1 		$1.09M Buy
21,965
+239
+1% +$12.2K 1.4% 15
2021
Q4 		$1.14M Buy
+21,726
New +$1.15M 1.31% 18

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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

S.C. Financial Services's IUSB Position: Q4 2022 in Review

S.C. Financial Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 17% in Q4 2022, buying an estimated $115K and bringing the position to 17,475 shares worth $785K. The position accounts for 1.21% of the portfolio, ranked #24.

S.C. Financial Services first reported a position in IUSB in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.14M in Q4 2021. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

  • S.C. Financial Services held 17,475 shares of iShares Core Universal USD Bond ETF worth $785K as of Q4 2022.
  • S.C. Financial Services bought 2,580 iShares Core Universal USD Bond ETF shares in Q4 2022, an estimated $115K.
  • iShares Core Universal USD Bond ETF made up 1.21% of S.C. Financial Services's portfolio in Q4 2022, its #24 holding.
  • S.C. Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • S.C. Financial Services's iShares Core Universal USD Bond ETF position peaked at $1.14M in Q4 2021.
  • 525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.