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

TrustCore 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
Q4 		$4.58K Buy
+102
New +$4.56K ﹤0.01% 835
2022
Q3 		– Sell
-303
Closed -$14K – 1116
2022
Q2 		$14K Buy
+303
New +$14.4K ﹤0.01% 694

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TrustCore Financial Services's IUSB Position: Q4 2022 in Review

TrustCore Financial Services opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2022: 102 shares worth $4.58K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: TrustCore Financial Services previously reported a position in IUSB as recently as Q2 2022.

TrustCore Financial Services first reported a position in IUSB in Q2 2022 and has held it in 2 quarters since. The position peaked at $14K in Q2 2022. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

  • TrustCore Financial Services held 102 shares of iShares Core Universal USD Bond ETF worth $4.58K as of Q4 2022.
  • iShares Core Universal USD Bond ETF was a new TrustCore Financial Services position in Q4 2022.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #835 holding.
  • TrustCore Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • TrustCore Financial Services's iShares Core Universal USD Bond ETF position peaked at $14K in Q2 2022.
  • 525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.