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Summit Global Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-8,312
Closed -$383K – 546
2023
Q4 		$383K Buy
+8,312
New +$367K 0.03% 381

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Global Investments's IUSB Position: Q1 2024 in Review

Summit Global Investments sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 8,312 shares — an estimated $383K sold.

Summit Global Investments first reported a position in IUSB in Q4 2023 and held it in 1 quarter. The position peaked at $383K in Q4 2023. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • Summit Global Investments reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 8,312 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $383K.
  • Summit Global Investments first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 1 quarter.
  • Summit Global Investments's iShares Core Universal USD Bond ETF position peaked at $383K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.