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Summit X LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Summit X LLC’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
-4,580
Closed -$207K – 229
2024
Q3 		$207K Sell
4,580
-410
-8% -$19K 0.05% 202
2024
Q2 		$226K Sell
4,990
-23
-0.5% -$1.03K 0.05% 215
2024
Q1 		$229K Sell
5,013
-412
-8% -$18.8K 0.06% 183
2023
Q4 		$250K Sell
5,425
-786
-13% -$34.7K 0.07% 162
2023
Q3 		$272K Hold
6,211
– – 0.09% 143
2023
Q2 		$282K Sell
6,211
-3,321
-35% -$152K 0.07% 223
2023
Q1 		$440K Sell
9,532
-96,160
-91% -$4.4M 0.11% 171
2022
Q4 		$4.95M Sell
105,692
-2,754
-3% -$123K 1.43% 15
2022
Q3 		$4.83M Buy
108,446
+2,751
+3% +$128K 1.42% 16
2022
Q2 		$4.95M Sell
105,695
-673
-0.6% -$32K 1.43% 15
2022
Q1 		$5.27M Buy
106,368
+8,417
+9% +$429K 1.29% 19
2021
Q4 		$5.18M Buy
97,951
+4,330
+5% +$230K 1.21% 22
2021
Q3 		$4.98M Buy
93,621
+4,354
+5% +$234K 1.25% 20
2021
Q2 		$4.77M Buy
89,267
+12,108
+16% +$643K 1.2% 21
2021
Q1 		$4.06M Buy
+77,159
New +$4.13M 1.12% 22

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

Summit X LLC's IUSB Position: Q4 2024 in Review

Summit X LLC sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 4,580 shares — an estimated $207K sold.

Summit X LLC first reported a position in IUSB in Q1 2021 and held it in 15 quarters. The position peaked at $5.27M in Q1 2022. 723 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Summit X LLC reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Summit X LLC sold 4,580 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $207K.
  • Summit X LLC first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 15 quarters.
  • Summit X LLC's iShares Core Universal USD Bond ETF position peaked at $5.27M in Q1 2022.
  • 723 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Summit X LLC's 13F filing for Q4 2024, filed 7 Feb 2025.