tru Independence’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

tru Independence’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	-5,607	Closed	-$252K	–	124
2022 Q4	$252K	Sell	5,607 -787	-12%	-$35.2K	0.08%	99
2022 Q3	$285K	Buy	6,394 +2	+0%	+$93	0.1%	98
2022 Q2	$299K	Sell	6,392 -6,807	-52%	-$323K	0.1%	107
2022 Q1	$655K	Sell	13,199 -588	-4%	-$30K	0.18%	89
2021 Q4	$730K	Buy	13,787 +1,241	+10%	+$65.8K	0.2%	83
2021 Q3	$667K	Buy	12,546 +978	+8%	+$52.5K	0.19%	85
2021 Q2	$618K	Sell	11,568 -6,684	-37%	-$355K	0.18%	70
2021 Q1	$964K	Buy	+18,252	New	+$978K	0.18%	117
2020 Q4	–	Sell	-10,297	Closed	-$560K	–	789
2020 Q3	$560K	Buy	+10,297	New	+$562K	0.16%	113
2020 Q1	–	Sell	-5,751	Closed	-$302K	–	810
2019 Q4	$302K	Buy	+5,751	New	+$300K	0.04%	211

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

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

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

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

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

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

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

tru Independence's IUSB Position: Q1 2023 in Review

tru Independence sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2023, closing a stake of 5,607 shares — an estimated $252K sold.

tru Independence first reported a position in IUSB in Q4 2019 and held it in 10 quarters. The position peaked at $964K in Q1 2021. 508 funds tracked by Wall St. Rank hold IUSB as of Q1 2023.

tru Independence reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
tru Independence sold 5,607 iShares Core Universal USD Bond ETF shares in Q1 2023, an estimated $252K.
tru Independence first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 10 quarters.
tru Independence's iShares Core Universal USD Bond ETF position peaked at $964K in Q1 2021.
508 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2023.

Based on tru Independence's 13F filing for Q1 2023, filed 25 Apr 2023.