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TBH Global Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TBH Global Asset Management’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
2023
Q4 		– Sell
-8,681
Closed -$379K – 230
2023
Q3 		$379K Buy
8,681
+1,919
+28% +$85.8K 0.07% 188
2023
Q2 		$307K Buy
6,762
+4
+0.1% +$183 0.06% 195
2023
Q1 		$312K Sell
6,758
-1,358
-17% -$62.1K 0.07% 177
2022
Q4 		$365K Sell
8,116
-18
-0.2% -$805 0.09% 134
2022
Q3 		$362K Buy
8,134
+3
+0% +$140 0.09% 126
2022
Q2 		$381K Sell
8,131
-120
-1% -$5.7K 0.09% 137
2022
Q1 		$410K Buy
8,251
+1
+0% +$51 0.09% 135
2021
Q4 		$437K Buy
8,250
+2
+0% +$106 0.09% 138
2021
Q3 		$439K Sell
8,248
-1,365
-14% -$73.3K 0.1% 136
2021
Q2 		$514K Buy
9,613
+1,421
+17% +$75.5K 0.12% 117
2021
Q1 		$432K Sell
8,192
-26,261
-76% -$1.41M 0.11% 123
2020
Q4 		$1.88M Sell
34,453
-1,821
-5% -$98.9K 0.58% 44
2020
Q3 		$1.97M Sell
36,274
-5,697
-14% -$311K 0.68% 40
2020
Q2 		$2.28M Sell
41,971
-80,595
-66% -$4.32M 0.9% 30
2020
Q1 		$7.06M Sell
122,566
-13,804
-10% -$725K 2.99% 7
2019
Q4 		$7.11M Buy
+136,370
New +$7.12M 2.13% 8

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TBH Global Asset Management's IUSB Position: Q4 2023 in Review

TBH Global Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 8,681 shares — an estimated $379K sold.

TBH Global Asset Management first reported a position in IUSB in Q4 2019 and held it in 16 quarters. The position peaked at $7.11M in Q4 2019. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

  • TBH Global Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • TBH Global Asset Management sold 8,681 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $379K.
  • TBH Global Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 16 quarters.
  • TBH Global Asset Management's iShares Core Universal USD Bond ETF position peaked at $7.11M in Q4 2019.
  • 628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on TBH Global Asset Management's 13F filing for Q4 2023, filed 9 Feb 2024.