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IUSB icon

Simplicity Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Simplicity Solutions’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 		$354K Buy
7,680
+1,955
+34% +$86.4K 0.01% 786
2023
Q3 		$250K Sell
5,725
-89,994
-94% -$4.02M 0.01% 824
2023
Q2 		$4.35M Buy
95,719
+53,933
+129% +$2.47M 0.12% 168
2023
Q1 		$1.93M Buy
+41,786
New +$1.91M 0.05% 322
2022
Q4 		– Sell
-6,228
Closed -$277K – 697
2022
Q3 		$277K Sell
6,228
-3,511
-36% -$164K 0.04% 482
2022
Q2 		$456K Sell
9,739
-88
-0.9% -$4.18K 0.06% 319
2022
Q1 		$488K Sell
9,827
-162
-2% -$8.26K 0.06% 308
2021
Q4 		$529K Sell
9,989
-4,080
-29% -$216K 0.06% 375
2021
Q3 		$749K Buy
+14,069
New +$756K 0.12% 192
2021
Q2 		– Sell
-15,407
Closed -$813K – 544
2021
Q1 		$813K Sell
15,407
-10,128
-40% -$543K 0.18% 123
2020
Q4 		$1.39M Sell
25,535
-604
-2% -$32.8K 0.02% 468
2020
Q3 		$1.42M Sell
26,139
-4,259
-14% -$233K 0.03% 411
2020
Q2 		$1.65M Sell
30,398
-81,676
-73% -$4.38M 0.03% 344
2020
Q1 		$5.88M Buy
112,074
+98,183
+707% +$5.16M 0.18% 103
2019
Q4 		$724K Buy
13,891
+4,134
+42% +$216K 0.02% 453
2019
Q3 		$511K Sell
9,757
-4,574
-32% -$238K 0.02% 412
2019
Q2 		$740K Buy
14,331
+5,632
+65% +$286K 0.03% 310
2019
Q1 		$440K Buy
+8,699
New +$433K 0.03% 438
2018
Q3 		– Sell
-6,653
Closed -$329K – 589
2018
Q2 		$329K Buy
+6,653
New +$328K 0.02% 336

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Solutions's IUSB Position: Q4 2023 in Review

Simplicity Solutions increased its iShares Core Universal USD Bond ETF (IUSB) stake by 34% in Q4 2023, buying an estimated $86.4K and bringing the position to 7,680 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #786.

Simplicity Solutions first reported a position in IUSB in Q2 2018 and has held it in 19 quarters since. The position peaked at $5.88M in Q1 2020. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

  • Simplicity Solutions held 7,680 shares of iShares Core Universal USD Bond ETF worth $354K as of Q4 2023.
  • Simplicity Solutions bought 1,955 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $86.4K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #786 holding.
  • Simplicity Solutions first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and has held it in 19 quarters since.
  • Simplicity Solutions's iShares Core Universal USD Bond ETF position peaked at $5.88M in Q1 2020.
  • 628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.