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Sage Mountain Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sage Mountain 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
2024
Q2 		– Sell
-335
Closed -$15.3K – 429
2024
Q1 		$15.3K Buy
+335
New +$15.2K ﹤0.01% 380
2021
Q4 		– Sell
-649
Closed -$35K – 695
2021
Q3 		$35K Hold
649
– – 0.01% 535
2021
Q2 		$35K Hold
649
– – 0.01% 488
2021
Q1 		$34K Buy
+649
New +$34.8K 0.01% 420

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sage Mountain Advisors's IUSB Position: Q2 2024 in Review

Sage Mountain Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 335 shares — an estimated $15.3K sold.

Sage Mountain Advisors first reported a position in IUSB in Q1 2021 and held it in 4 quarters. The position peaked at $35K in Q3 2021. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Sage Mountain Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 335 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $15.3K.
  • Sage Mountain Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 4 quarters.
  • Sage Mountain Advisors's iShares Core Universal USD Bond ETF position peaked at $35K in Q3 2021.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Sage Mountain Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.