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Valeo Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Valeo Financial 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
2022
Q4 		– Sell
-6,416
Closed -$286K – 584
2022
Q3 		$286K Buy
+6,416
New +$299K 0.02% 362

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AWA
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Wells Fargo
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Valeo Financial Advisors's IUSB Position: Q4 2022 in Review

Valeo Financial Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2022, closing a stake of 6,416 shares — an estimated $286K sold.

Valeo Financial Advisors first reported a position in IUSB in Q3 2022 and held it in 1 quarter. The position peaked at $286K in Q3 2022. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

  • Valeo Financial Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 6,416 iShares Core Universal USD Bond ETF shares in Q4 2022, an estimated $286K.
  • Valeo Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $286K in Q3 2022.
  • 525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on Valeo Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.