V Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

V Wealth Advisors’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 Q3	–	Sell	-7,424	Closed	-$338K	–	231
2023 Q2	$338K	Buy	+7,424	New	+$340K	0.06%	270
2022 Q3	–	Sell	-7,777	Closed	-$364K	–	393
2022 Q2	$364K	Sell	7,777 -1,515	-16%	-$72K	0.07%	278
2022 Q1	$461K	Buy	9,292 +1,062	+13%	+$54.1K	0.07%	258
2021 Q4	$435K	Sell	8,230 -447	-5%	-$23.7K	0.06%	282
2021 Q3	$462K	Sell	8,677 -3,389	-28%	-$182K	0.07%	279
2021 Q2	$645K	Buy	12,066 +2,571	+27%	+$137K	0.1%	220
2021 Q1	$501K	Buy	+9,495	New	+$509K	0.09%	244
2017 Q3	–	Sell	-100	Closed	-$5K	–	450
2017 Q2	$5K	Buy	+100	New	+$5.09K	﹤0.01%	657

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

V Wealth Advisors's IUSB Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2023, closing a stake of 7,424 shares — an estimated $338K sold.

V Wealth Advisors first reported a position in IUSB in Q2 2017 and held it in 8 quarters. The position peaked at $645K in Q2 2021. 543 funds tracked by Wall St. Rank hold IUSB as of Q3 2023.

V Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 7,424 iShares Core Universal USD Bond ETF shares in Q3 2023, an estimated $338K.
V Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2017 and held it in 8 quarters.
V Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $645K in Q2 2021.
543 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.