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SYM Financial Corp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SYM Financial Corp’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
2022
Q3 		– Sell
-1,368
Closed -$64K – 110
2022
Q2 		$64K Buy
+1,368
New +$65K 0.03% 73

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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SYM Financial Corp's IUSB Position: Q3 2022 in Review

SYM Financial Corp sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2022, closing a stake of 1,368 shares — an estimated $64K sold.

SYM Financial Corp first reported a position in IUSB in Q2 2022 and held it in 1 quarter. The position peaked at $64K in Q2 2022. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

  • SYM Financial Corp reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SYM Financial Corp sold 1,368 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $64K.
  • SYM Financial Corp first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and held it in 1 quarter.
  • SYM Financial Corp's iShares Core Universal USD Bond ETF position peaked at $64K in Q2 2022.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on SYM Financial Corp's 13F filing for Q3 2022, filed 28 Oct 2022.