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Sloy Dahl & Holst’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sloy Dahl & Holst’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
Q1 		– Sell
-5,500
Closed -$293K – 91
2021
Q4 		$293K Hold
5,500
– – 0.06% 66
2021
Q3 		$293K Buy
+5,500
New +$295K 0.06% 66

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sloy Dahl & Holst's IUSB Position: Q1 2022 in Review

Sloy Dahl & Holst sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2022, closing a stake of 5,500 shares — an estimated $293K sold.

Sloy Dahl & Holst first reported a position in IUSB in Q3 2021 and held it in 2 quarters. The position peaked at $293K in Q4 2021. 477 funds tracked by Wall St. Rank hold IUSB as of Q1 2022.

  • Sloy Dahl & Holst reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Sloy Dahl & Holst sold 5,500 iShares Core Universal USD Bond ETF shares in Q1 2022, an estimated $293K.
  • Sloy Dahl & Holst first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 2 quarters.
  • Sloy Dahl & Holst's iShares Core Universal USD Bond ETF position peaked at $293K in Q4 2021.
  • 477 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2022.

Based on Sloy Dahl & Holst's 13F filing for Q1 2022, filed 10 May 2022.