Thrive Capital Management (Pennsylvania)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Thrive Capital Management (Pennsylvania)’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 Q1	–	Sell	-5,197	Closed	-$239K	–	163
2023 Q4	$239K	Sell	5,197 -1,142	-18%	-$50.5K	0.13%	126
2023 Q3	$277K	Sell	6,339 -2,800	-31%	-$125K	0.15%	100
2023 Q2	$416K	Buy	9,139 +18	+0.2%	+$824	0.24%	72
2023 Q1	$419K	Buy	9,121 +3,932	+76%	+$180K	0.26%	69
2022 Q4	$233K	Sell	5,189 -6,875	-57%	-$308K	0.15%	104
2022 Q3	$537K	Sell	12,064 -6,100	-34%	-$285K	0.36%	53
2022 Q2	$850K	Sell	18,164 -3,753	-17%	-$178K	0.59%	44
2022 Q1	$1.09M	Buy	21,917 +6,914	+46%	+$352K	0.66%	38
2021 Q4	$794K	Buy	+15,003	New	+$795K	0.52%	47

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s IUSB Position: Q1 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2024, closing a stake of 5,197 shares — an estimated $239K sold.

Thrive Capital Management (Pennsylvania) first reported a position in IUSB in Q4 2021 and held it in 9 quarters. The position peaked at $1.09M in Q1 2022. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

Thrive Capital Management (Pennsylvania) reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 5,197 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $239K.
Thrive Capital Management (Pennsylvania) first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 9 quarters.
Thrive Capital Management (Pennsylvania)'s iShares Core Universal USD Bond ETF position peaked at $1.09M in Q1 2022.
632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2024, filed 13 May 2024.