Urban Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Urban Wealth 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
2022 Q2	$83K	Buy	+1,778	New	+$84.5K	0.28%	69

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Urban Wealth Management's IUSB Position: Q2 2022 in Review

Urban Wealth Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2022: 1,778 shares worth $83K. The stake represents 0.28% of the portfolio and ranks #69 among its holdings.

475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

Urban Wealth Management held 1,778 shares of iShares Core Universal USD Bond ETF worth $83K as of Q2 2022.
iShares Core Universal USD Bond ETF was a new Urban Wealth Management position in Q2 2022.
iShares Core Universal USD Bond ETF made up 0.28% of Urban Wealth Management's portfolio in Q2 2022, its #69 holding.
475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.