Stelac Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stelac Advisory Services’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	-35,752	Closed	-$1.56M	–	98
2023 Q3	$1.56M	Hold	35,752	–	–	0.85%	30
2023 Q2	$1.63M	Buy	+35,752	New	+$1.64M	0.73%	29

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

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

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

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

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

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

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

Stelac Advisory Services's IUSB Position: Q4 2023 in Review

Stelac Advisory Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 35,752 shares — an estimated $1.56M sold.

Stelac Advisory Services first reported a position in IUSB in Q2 2023 and held it in 2 quarters. The position peaked at $1.63M in Q2 2023. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

Stelac Advisory Services reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
Stelac Advisory Services sold 35,752 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $1.56M.
Stelac Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and held it in 2 quarters.
Stelac Advisory Services's iShares Core Universal USD Bond ETF position peaked at $1.63M in Q2 2023.
628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on Stelac Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.