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Thomas J. Herzfeld Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Thomas J. Herzfeld 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
2024
Q3 		– Sell
-353
Closed -$16K – 207
2024
Q2 		$16K Buy
+353
New +$15.9K 0.01% 126

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

Thomas J. Herzfeld Advisors's IUSB Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2024, closing a stake of 353 shares — an estimated $16K sold.

Thomas J. Herzfeld Advisors first reported a position in IUSB in Q2 2024 and held it in 1 quarter. The position peaked at $16K in Q2 2024. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

  • Thomas J. Herzfeld Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 353 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $16K.
  • Thomas J. Herzfeld Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's iShares Core Universal USD Bond ETF position peaked at $16K in Q2 2024.
  • 663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.