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Thoroughbred Financial Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Thoroughbred Financial Services’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
2022
Q3 		– Sell
-4,711
Closed -$220K – 369
2022
Q2 		$220K Sell
4,711
-1,318
-22% -$62.6K 0.04% 339
2022
Q1 		$299K Sell
6,029
-3,621
-38% -$185K 0.05% 298
2021
Q4 		$510K Sell
9,650
-1,410
-13% -$74.8K 0.11% 183
2021
Q3 		$588K Sell
11,060
-6,402
-37% -$344K 0.14% 152
2021
Q2 		$934K Sell
17,462
-2,764
-14% -$147K 0.23% 107
2021
Q1 		$1.07M Sell
20,226
-2,933
-13% -$157K 0.3% 89
2020
Q4 		$1.26M Buy
23,159
+197
+0.9% +$10.7K 0.39% 62
2020
Q3 		$1.25M Buy
22,962
+5,360
+30% +$293K 0.47% 51
2020
Q2 		$956K Buy
+17,602
New +$943K 0.4% 66

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
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 $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thoroughbred Financial Services's IUSB Position: Q3 2022 in Review

Thoroughbred Financial Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2022, closing a stake of 4,711 shares — an estimated $220K sold.

Thoroughbred Financial Services first reported a position in IUSB in Q2 2020 and held it in 9 quarters. The position peaked at $1.26M in Q4 2020. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

  • Thoroughbred Financial Services reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Thoroughbred Financial Services sold 4,711 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $220K.
  • Thoroughbred Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q2 2020 and held it in 9 quarters.
  • Thoroughbred Financial Services's iShares Core Universal USD Bond ETF position peaked at $1.26M in Q4 2020.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on Thoroughbred Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.