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Shilanski & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Shilanski & Associates’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 		– Sell
-13,041
Closed -$580K – 148
2022
Q3 		$580K Buy
+13,041
New +$608K 0.21% 62

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

Shilanski & Associates's IUSB Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2022, closing a stake of 13,041 shares — an estimated $580K sold.

Shilanski & Associates first reported a position in IUSB in Q3 2022 and held it in 1 quarter. The position peaked at $580K in Q3 2022. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 13,041 iShares Core Universal USD Bond ETF shares in Q4 2022, an estimated $580K.
  • Shilanski & Associates first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares Core Universal USD Bond ETF position peaked at $580K in Q3 2022.
  • 525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.