Steward Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Steward Financial Group’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 Q3	$2K	Buy	+67	New	+$3K	﹤0.01%	998

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Steward Financial Group's IUSB Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2023: 67 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings.

543 funds tracked by Wall St. Rank hold IUSB as of Q3 2023.

Steward Financial Group held 67 shares of iShares Core Universal USD Bond ETF worth $2K as of Q3 2023.
iShares Core Universal USD Bond ETF was a new Steward Financial Group position in Q3 2023.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #998 holding.
543 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.