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Tocqueville Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Tocqueville Asset Management’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
Q1 		– Sell
-6,000
Closed -$270K – 554
2022
Q4 		$270K Hold
6,000
– – 0.01% 509
2022
Q3 		$267K Hold
6,000
– – 0.01% 530
2022
Q2 		$281K Hold
6,000
– – 0.01% 581
2022
Q1 		$298K Buy
+6,000
New +$306K ﹤0.01% 608

Other funds holding IUSB

Envestnet Asset Management
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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

Tocqueville Asset Management's IUSB Position: Q1 2023 in Review

Tocqueville Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2023, closing a stake of 6,000 shares — an estimated $270K sold.

Tocqueville Asset Management first reported a position in IUSB in Q1 2022 and held it in 4 quarters. The position peaked at $298K in Q1 2022. 508 funds tracked by Wall St. Rank hold IUSB as of Q1 2023.

  • Tocqueville Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Tocqueville Asset Management sold 6,000 iShares Core Universal USD Bond ETF shares in Q1 2023, an estimated $270K.
  • Tocqueville Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and held it in 4 quarters.
  • Tocqueville Asset Management's iShares Core Universal USD Bond ETF position peaked at $298K in Q1 2022.
  • 508 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2023.

Based on Tocqueville Asset Management's 13F filing for Q1 2023, filed 10 May 2023.