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Seaside Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Seaside Wealth 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
2022
Q3 		– Sell
-5,420
Closed -$260K – 52
2022
Q2 		$260K Buy
+5,420
New +$258K 0.2% 39

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Northwestern Mutual Wealth Management
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Osaic Holdings
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Ameriprise
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Seaside Wealth Management's IUSB Position: Q3 2022 in Review

Seaside Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2022, closing a stake of 5,420 shares — an estimated $260K sold.

Seaside Wealth Management first reported a position in IUSB in Q2 2022 and held it in 1 quarter. The position peaked at $260K in Q2 2022. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

  • Seaside Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Seaside Wealth Management sold 5,420 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $260K.
  • Seaside Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and held it in 1 quarter.
  • Seaside Wealth Management's iShares Core Universal USD Bond ETF position peaked at $260K in Q2 2022.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on Seaside Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.