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Veracity Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Veracity Capital’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
2024
Q2 		– Sell
-12,902
Closed -$588K – 204
2024
Q1 		$588K Buy
12,902
+2,151
+20% +$97.9K 0.23% 98
2023
Q4 		$495K Sell
10,751
-16,094
-60% -$711K 0.2% 107
2023
Q3 		$1.17M Sell
26,845
-16,533
-38% -$739K 0.54% 28
2023
Q2 		$1.97M Sell
43,378
-6,877
-14% -$315K 0.84% 20
2023
Q1 		$2.32M Buy
50,255
+16,981
+51% +$777K 1.07% 15
2022
Q4 		$1.49M Buy
33,274
+2,186
+7% +$97.8K 0.72% 28
2022
Q3 		$1.38M Sell
31,088
-3,648
-11% -$170K 0.75% 28
2022
Q2 		$1.63M Sell
34,736
-1,346
-4% -$64K 0.87% 23
2022
Q1 		$1.79M Buy
36,082
+7,508
+26% +$383K 0.74% 23
2021
Q4 		$1.51M Sell
28,574
-1,286
-4% -$68.2K 0.61% 37
2021
Q3 		$1.59M Buy
29,860
+1,842
+7% +$99K 0.68% 24
2021
Q2 		$1.5M Sell
28,018
-12,592
-31% -$669K 0.35% 49
2021
Q1 		$2.14M Buy
+40,610
New +$2.18M 0.46% 58
2020
Q4 		– Sell
-10,808
Closed -$588K – 265
2020
Q3 		$588K Buy
+10,808
New +$590K 0.16% 155

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Veracity Capital's IUSB Position: Q2 2024 in Review

Veracity Capital sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 12,902 shares — an estimated $588K sold.

Veracity Capital first reported a position in IUSB in Q3 2020 and held it in 14 quarters. The position peaked at $2.32M in Q1 2023. 647 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Veracity Capital reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Veracity Capital sold 12,902 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $588K.
  • Veracity Capital first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and held it in 14 quarters.
  • Veracity Capital's iShares Core Universal USD Bond ETF position peaked at $2.32M in Q1 2023.
  • 647 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Veracity Capital's 13F filing for Q2 2024, filed 22 Jul 2024.