TF
IUSB icon

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

TimeScale Financial’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
Q2 		$2.82M Buy
61,977
+17,351
+39% +$794K 0.61% 18
2023
Q1 		$2.06M Buy
+44,626
New +$2.04M 0.47% 19

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

TimeScale Financial's IUSB Position: Q2 2023 in Review

TimeScale Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 39% in Q2 2023, buying an estimated $794K and bringing the position to 61,977 shares worth $2.82M. The position accounts for 0.61% of the portfolio, ranked #18.

TimeScale Financial first reported a position in IUSB in Q1 2023 and has held it in 2 quarters since. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

  • TimeScale Financial held 61,977 shares of iShares Core Universal USD Bond ETF worth $2.82M as of Q2 2023.
  • TimeScale Financial bought 17,351 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $794K.
  • iShares Core Universal USD Bond ETF made up 0.61% of TimeScale Financial's portfolio in Q2 2023, its #18 holding.
  • TimeScale Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.