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ShoreHaven Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

ShoreHaven Wealth Partners’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
Q4 		– Sell
-17,923
Closed -$845K – 93
2024
Q3 		$845K Buy
17,923
+3,025
+20% +$140K 0.41% 41
2024
Q2 		$674K Buy
14,898
+391
+3% +$17.6K 0.35% 48
2024
Q1 		$661K Buy
14,507
+1,302
+10% +$59.3K 0.36% 49
2023
Q4 		$608K Buy
13,205
+545
+4% +$24.1K 0.37% 48
2023
Q3 		$553K Buy
12,660
+420
+3% +$18.8K 0.38% 47
2023
Q2 		$557K Sell
12,240
-56
-0.5% -$2.56K 0.37% 42
2023
Q1 		$567K Buy
12,296
+757
+7% +$34.6K 0.4% 47
2022
Q4 		$518K Sell
11,539
-31,827
-73% -$1.42M 0.37% 51
2022
Q3 		$1.93M Buy
43,366
+7,462
+21% +$348K 1.47% 19
2022
Q2 		$1.68M Sell
35,904
-9,593
-21% -$456K 1.21% 23
2022
Q1 		$2.26M Buy
+45,497
New +$2.32M 1.19% 28

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ShoreHaven Wealth Partners's IUSB Position: Q4 2024 in Review

ShoreHaven Wealth Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 17,923 shares — an estimated $845K sold.

ShoreHaven Wealth Partners first reported a position in IUSB in Q1 2022 and held it in 11 quarters. The position peaked at $2.26M in Q1 2022. 723 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • ShoreHaven Wealth Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 17,923 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $845K.
  • ShoreHaven Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and held it in 11 quarters.
  • ShoreHaven Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $2.26M in Q1 2022.
  • 723 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on ShoreHaven Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.