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Stonebrook Private’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stonebrook Private’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
2024
Q4 		– Sell
-10,421
Closed -$491K – 186
2024
Q3 		$491K Sell
10,421
-60,597
-85% -$2.81M 0.13% 118
2024
Q2 		$3.21M Sell
71,018
-59,483
-46% -$2.67M 0.92% 31
2024
Q1 		$5.95M Sell
130,501
-28,976
-18% -$1.32M 1.74% 12
2023
Q4 		$7.35M Buy
+159,477
New +$7.05M 2.45% 8

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stonebrook Private's IUSB Position: Q4 2024 in Review

Stonebrook Private sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 10,421 shares — an estimated $491K sold.

Stonebrook Private first reported a position in IUSB in Q4 2023 and held it in 4 quarters. The position peaked at $7.35M in Q4 2023. 723 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Stonebrook Private reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stonebrook Private sold 10,421 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $491K.
  • Stonebrook Private first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 4 quarters.
  • Stonebrook Private's iShares Core Universal USD Bond ETF position peaked at $7.35M in Q4 2023.
  • 723 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Stonebrook Private's 13F filing for Q4 2024, filed 14 Feb 2025.