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TD Ameritrade Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TD Ameritrade Investment 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
Q3 		– Sell
-14,036
Closed -$638K – 242
2023
Q2 		$638K Sell
14,036
-109
-0.8% -$4.99K 0.01% 113
2023
Q1 		$653K Buy
14,145
+29
+0.2% +$1.33K 0.01% 116
2022
Q4 		$634K Sell
14,116
-18,480
-57% -$827K 0.01% 122
2022
Q3 		$1.45M Sell
32,596
-26,659
-45% -$1.24M 0.01% 106
2022
Q2 		$2.77M Buy
59,255
+17,285
+41% +$821K 0.02% 96
2022
Q1 		$2.08M Sell
41,970
-26,000
-38% -$1.33M 0.02% 103
2021
Q4 		$3.6M Buy
67,970
+29,619
+77% +$1.57M 0.03% 91
2021
Q3 		$2.09M Sell
38,351
-25,784
-40% -$1.39M 0.02% 97
2021
Q2 		$3.43M Buy
64,135
+19,566
+44% +$1.04M 0.02% 90
2021
Q1 		$2.43M Hold
44,569
– – 0.02% 94
2020
Q4 		$2.43M Buy
44,569
+6,218
+16% +$338K 0.02% 94
2020
Q3 		$2.09M Sell
38,351
-1,413
-4% -$77.2K 0.02% 97
2020
Q2 		$2.16M Sell
39,764
-3,923
-9% -$210K 0.02% 97
2020
Q1 		$2.29M Buy
43,687
+5,340
+14% +$280K 0.02% 95
2019
Q4 		$2M Buy
38,347
+357
+0.9% +$18.6K 0.02% 99
2019
Q3 		$1.99M Sell
37,990
-151
-0.4% -$7.87K 0.02% 95
2019
Q2 		$1.97M Buy
38,141
+9,628
+34% +$489K 0.02% 94
2019
Q1 		$1.44M Buy
28,513
+1,002
+4% +$49.9K 0.01% 99
2018
Q4 		$1.35M Buy
27,511
+756
+3% +$36.8K 0.01% 96
2018
Q3 		$1.31M Buy
26,755
+20,136
+304% +$993K 0.01% 90
2018
Q2 		$327K Buy
+6,619
New +$327K ﹤0.01% 91

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Ameritrade Investment Management's IUSB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2023, closing a stake of 14,036 shares — an estimated $638K sold.

TD Ameritrade Investment Management first reported a position in IUSB in Q2 2018 and held it in 21 quarters. The position peaked at $3.6M in Q4 2021. 543 funds tracked by Wall St. Rank hold IUSB as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 14,036 iShares Core Universal USD Bond ETF shares in Q3 2023, an estimated $638K.
  • TD Ameritrade Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's iShares Core Universal USD Bond ETF position peaked at $3.6M in Q4 2021.
  • 543 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.