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Stadion Money Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stadion Money Management’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 		– Sell
-316,059
Closed -$13.8M – 32
2023
Q3 		$13.8M Sell
316,059
-26,149
-8% -$1.17M 1.14% 17
2023
Q2 		$15.6M Sell
342,208
-823
-0.2% -$37.7K 1.01% 14
2023
Q1 		$15.8M Sell
343,031
-399,533
-54% -$18.3M 1.25% 13
2022
Q4 		$33.4M Sell
742,564
-34,447
-4% -$1.54M 2.79% 8
2022
Q3 		$34.6M Buy
777,011
+148,121
+24% +$6.91M 2.98% 8
2022
Q2 		$29.4M Sell
628,890
-13,358
-2% -$635K 2.38% 9
2022
Q1 		$31.9M Buy
642,248
+242,215
+61% +$12.3M 1.81% 12
2021
Q4 		$21.2M Sell
400,033
-14,055
-3% -$745K 1.11% 17
2021
Q3 		$22M Sell
414,088
-19,800
-5% -$1.06M 1.45% 13
2021
Q2 		$23.2M Sell
433,888
-14,700
-3% -$781K 1.17% 15
2021
Q1 		$23.7M Buy
448,588
+10,629
+2% +$570K 1.07% 22
2020
Q4 		$23.9M Buy
437,959
+17,491
+4% +$950K 0.87% 23
2020
Q3 		$22.9M Buy
420,468
+7,846
+2% +$429K 0.91% 24
2020
Q2 		$22.4M Sell
412,622
-16,751
-4% -$898K 0.91% 23
2020
Q1 		$22.5M Sell
429,373
-54,505
-11% -$2.86M 1.32% 18
2019
Q4 		$25.2M Buy
483,878
+179,804
+59% +$9.38M 0.9% 24
2019
Q3 		$15.9M Sell
304,074
-5,490
-2% -$286K 0.59% 32
2019
Q2 		$16M Sell
309,564
-18,766
-6% -$953K 0.56% 33
2019
Q1 		$16.6M Sell
328,330
-10,700
-3% -$532K 0.59% 31
2018
Q4 		$16.7M Buy
+339,030
New +$16.5M 0.73% 34
2018
Q3 		– Sell
-4,635
Closed -$229K – 114
2018
Q2 		$229K Buy
+4,635
New +$229K 0.01% 115

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

Stadion Money Management's IUSB Position: Q4 2023 in Review

Stadion Money Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 316,059 shares — an estimated $13.8M sold.

Stadion Money Management first reported a position in IUSB in Q2 2018 and held it in 21 quarters. The position peaked at $34.6M in Q3 2022. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

  • Stadion Money Management reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Stadion Money Management sold 316,059 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $13.8M.
  • Stadion Money Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and held it in 21 quarters.
  • Stadion Money Management's iShares Core Universal USD Bond ETF position peaked at $34.6M in Q3 2022.
  • 628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on Stadion Money Management's 13F filing for Q4 2023, filed 14 Feb 2024.