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Summit Securities Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-1
Closed – – 721
2024
Q2 		$0 Buy
+1
New +$45 ﹤0.01% 673
2023
Q1 		– Sell
-1
Closed – – 1050
2022
Q4 		$0 Buy
+1
New +$45 ﹤0.01% 1252

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
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Summit Securities Group's IUSB Position: Q3 2024 in Review

Summit Securities Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in IUSB in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2024. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

  • Summit Securities Group reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 iShares Core Universal USD Bond ETF share in Q3 2024.
  • Summit Securities Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 2 quarters.
  • Summit Securities Group's iShares Core Universal USD Bond ETF position peaked at $0 in Q2 2024.
  • 663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.