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Teamwork Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Teamwork Financial Advisors’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
-19,907
Closed -$870K – 207
2023
Q3 		$870K Sell
19,907
-537
-3% -$24K 0.14% 94
2023
Q2 		$930K Sell
20,444
-19,085
-48% -$873K 0.15% 89
2023
Q1 		$1.82M Buy
39,529
+29,534
+295% +$1.35M 0.34% 50
2022
Q4 		$449K Sell
9,995
-3,411
-25% -$153K 0.09% 134
2022
Q3 		$597K Sell
13,406
-7,502
-36% -$350K 0.13% 102
2022
Q2 		$979K Buy
20,908
+1,304
+7% +$62K 0.21% 82
2022
Q1 		$973K Buy
19,604
+2,299
+13% +$117K 0.18% 102
2021
Q4 		$916K Buy
17,305
+6,410
+59% +$340K 0.17% 128
2021
Q3 		$580K Buy
+10,895
New +$585K 0.11% 143

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

Teamwork Financial Advisors's IUSB Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 19,907 shares — an estimated $870K sold.

Teamwork Financial Advisors first reported a position in IUSB in Q3 2021 and held it in 9 quarters. The position peaked at $1.82M in Q1 2023. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

  • Teamwork Financial Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 19,907 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $870K.
  • Teamwork Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 9 quarters.
  • Teamwork Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $1.82M in Q1 2023.
  • 628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.