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San Luis Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-2,930
Closed -$155K – 255
2022
Q1 		$155K Buy
+2,930
New +$149K 0.08% 170

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

San Luis Wealth Advisors's IUSB Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2022, closing a stake of 2,930 shares — an estimated $155K sold.

San Luis Wealth Advisors first reported a position in IUSB in Q1 2022 and held it in 1 quarter. The position peaked at $155K in Q1 2022. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 2,930 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $155K.
  • San Luis Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $155K in Q1 2022.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.