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Sugarloaf Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$134K Sell
2,954
-493
-14% -$22.6K 0.03% 210
2024
Q3 		$162K Buy
3,447
+266
+8% +$12.3K 0.03% 198
2024
Q2 		$144K Sell
3,181
-109
-3% -$4.9K 0.03% 195
2024
Q1 		$150K Buy
+3,290
New +$150K 0.03% 190

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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 $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's IUSB Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 14% in Q4 2024, selling an estimated $22.6K and leaving 2,954 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #210.

Sugarloaf Wealth Management first reported a position in IUSB in Q1 2024 and has held it in 4 quarters since. The position peaked at $162K in Q3 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Sugarloaf Wealth Management held 2,954 shares of iShares Core Universal USD Bond ETF worth $134K as of Q4 2024.
  • Sugarloaf Wealth Management sold 493 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $22.6K.
  • iShares Core Universal USD Bond ETF made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #210 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Sugarloaf Wealth Management's iShares Core Universal USD Bond ETF position peaked at $162K in Q3 2024.
  • 720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.