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Studio Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Studio Investment 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
2022
Q3 		– Sell
-299
Closed -$14K – 183
2022
Q2 		$14K Buy
+299
New +$14.2K ﹤0.01% 155

Other funds holding IUSB

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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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Studio Investment Management's IUSB Position: Q3 2022 in Review

Studio Investment Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2022, closing a stake of 299 shares — an estimated $14K sold.

Studio Investment Management first reported a position in IUSB in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

  • Studio Investment Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Studio Investment Management sold 299 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $14K.
  • Studio Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and held it in 1 quarter.
  • Studio Investment Management's iShares Core Universal USD Bond ETF position peaked at $14K in Q2 2022.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on Studio Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.