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IUSB icon

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

TCWP’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
-9,239
Closed -$418K – 27
2024
Q2 		$418K Sell
9,239
-794
-8% -$35.7K 1.03% 35
2024
Q1 		$457K Buy
10,033
+2,417
+32% +$110K 1.22% 30
2023
Q4 		$351K Sell
7,616
-913
-11% -$40.4K 0.99% 32
2023
Q3 		$373K Sell
8,529
-360,927
-98% -$16.1M 0.28% 72
2023
Q2 		$16.8M Sell
369,456
-27,923
-7% -$1.28M 3.59% 3
2023
Q1 		$18.3M Buy
397,379
+121,346
+44% +$5.55M 3.48% 3
2022
Q4 		$12.4M Buy
276,033
+120,952
+78% +$5.41M 2.52% 2
2022
Q3 		$6.9M Sell
155,081
-56,855
-27% -$2.65M 1.46% 13
2022
Q2 		$9.92M Buy
211,936
+12,430
+6% +$591K 2.11% 8
2022
Q1 		$9.9M Buy
199,506
+47,536
+31% +$2.42M 1.8% 9
2021
Q4 		$8.04M Buy
+151,970
New +$8.06M 1.6% 13

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

TCWP's IUSB Position: Q3 2024 in Review

TCWP sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2024, closing a stake of 9,239 shares — an estimated $418K sold.

TCWP first reported a position in IUSB in Q4 2021 and held it in 11 quarters. The position peaked at $18.3M in Q1 2023. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

  • TCWP reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 9,239 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $418K.
  • TCWP first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 11 quarters.
  • TCWP's iShares Core Universal USD Bond ETF position peaked at $18.3M in Q1 2023.
  • 663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.