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Swan Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Swan Capital’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
-527
Closed -$24.8K – 403
2024
Q3 		$24.8K Buy
+527
New +$24.5K 0.01% 94

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Jones Financial Companies
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LPL Financial
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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

Swan Capital's IUSB Position: Q4 2024 in Review

Swan Capital sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 527 shares — an estimated $24.8K sold.

Swan Capital first reported a position in IUSB in Q3 2024 and held it in 1 quarter. The position peaked at $24.8K in Q3 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Swan Capital reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Swan Capital sold 527 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $24.8K.
  • Swan Capital first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and held it in 1 quarter.
  • Swan Capital's iShares Core Universal USD Bond ETF position peaked at $24.8K in Q3 2024.
  • 720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Swan Capital's 13F filing for Q4 2024, filed 25 Feb 2025.