Simplex Trading’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Simplex Trading’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 Q2	–	Sell	-712	Closed	-$32K	–	9289
2024 Q1	$32K	Buy	712 +52	+8%	+$2.37K	﹤0.01%	6694
2023 Q4	$30K	Buy	+660	New	+$29.2K	﹤0.01%	6560
2023 Q3	–	Sell	-145	Closed	-$6K	–	9202
2023 Q2	$6K	Buy	145 +100	+222%	+$4.58K	﹤0.01%	7795
2023 Q1	$2K	Buy	+45	New	+$2.06K	﹤0.01%	8471
2022 Q1	–	Sell	-143	Closed	-$7K	–	10887
2021 Q4	$7K	Buy	+143	New	+$7.58K	﹤0.01%	9311
2021 Q2	–	Sell	-300	Closed	-$15K	–	10347
2021 Q1	$15K	Buy	+300	New	+$16.1K	﹤0.01%	7664

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

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

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

Simplex Trading's IUSB Position: Q2 2024 in Review

Simplex Trading sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 712 shares — an estimated $32K sold.

Simplex Trading first reported a position in IUSB in Q1 2021 and held it in 6 quarters. The position peaked at $32K in Q1 2024. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

Simplex Trading reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
Simplex Trading sold 712 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $32K.
Simplex Trading first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 6 quarters.
Simplex Trading's iShares Core Universal USD Bond ETF position peaked at $32K in Q1 2024.
646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Simplex Trading's 13F filing for Q2 2024, filed 25 Jul 2024.