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TFO Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TFO Wealth Partners’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
-321
Closed -$14.6K – 1013
2023
Q3 		$14.6K Hold
321
– – ﹤0.01% 154
2023
Q2 		$14.6K Hold
321
– – ﹤0.01% 145
2023
Q1 		$14.8K Buy
321
+31
+11% +$1.42K ﹤0.01% 102
2022
Q4 		$8.72K Sell
290
-31
-10% -$1.39K ﹤0.01% 126
2022
Q3 		$14K Hold
321
– – ﹤0.01% 80
2022
Q2 		$15K Buy
+321
New +$15.3K ﹤0.01% 101

Other funds holding IUSB

Envestnet Asset Management
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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

TFO Wealth Partners's IUSB Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 321 shares — an estimated $14.6K sold.

TFO Wealth Partners first reported a position in IUSB in Q2 2022 and held it in 6 quarters. The position peaked at $15K in Q2 2022. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

  • TFO Wealth Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 321 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $14.6K.
  • TFO Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and held it in 6 quarters.
  • TFO Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $15K in Q2 2022.
  • 628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.