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Stonebridge Capital Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stonebridge Capital Advisors’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
Q2 		– Sell
-125
Closed -$5.77K – 963
2023
Q1 		$5.77K Buy
+125
New +$5.72K ﹤0.01% 692

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Stonebridge Capital Advisors's IUSB Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2023, closing a stake of 125 shares — an estimated $5.77K sold.

Stonebridge Capital Advisors first reported a position in IUSB in Q1 2023 and held it in 1 quarter. The position peaked at $5.77K in Q1 2023. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

  • Stonebridge Capital Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 125 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $5.77K.
  • Stonebridge Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and held it in 1 quarter.
  • Stonebridge Capital Advisors's iShares Core Universal USD Bond ETF position peaked at $5.77K in Q1 2023.
  • 524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.