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

Selective 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
2023 Q4	–	Sell	-4,790	Closed	-$207K	–	89
2023 Q3	$207K	Hold	4,790	–	–	0.11%	83
2023 Q2	$215K	Buy	+4,790	New	+$219K	0.11%	109
2022 Q4	$315K	Sell	6,800 -832	-11%	-$37.2K	0.17%	82
2022 Q3	$340K	Sell	7,632 -2,429	-24%	-$113K	0.15%	85
2022 Q2	$471K	Sell	10,061 -1,008	-9%	-$47.9K	0.17%	77
2022 Q1	$549K	Sell	11,069 -3,239	-23%	-$165K	0.2%	62
2021 Q4	$757K	Buy	14,308 +6,863	+92%	+$364K	0.31%	43
2021 Q3	$396K	Buy	+7,445	New	+$400K	0.21%	52

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Selective Wealth Management's IUSB Position: Q4 2023 in Review

Selective Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 4,790 shares — an estimated $207K sold.

Selective Wealth Management first reported a position in IUSB in Q3 2021 and held it in 8 quarters. The position peaked at $757K in Q4 2021. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

Selective Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
Selective Wealth Management sold 4,790 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $207K.
Selective Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 8 quarters.
Selective Wealth Management's iShares Core Universal USD Bond ETF position peaked at $757K in Q4 2021.
628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on Selective Wealth Management's 13F filing for Q4 2023, filed 5 Jan 2024.