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

Vicus 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
Q3 		– Sell
-108,162
Closed -$4.89M – 263
2024
Q2 		$4.89M Buy
+108,162
New +$4.86M 0.44% 39
2021
Q2 		– Sell
-215,956
Closed -$11.4M – 199
2021
Q1 		$11.4M Sell
215,956
-31,898
-13% -$1.71M 1.36% 19
2020
Q4 		$13.5M Buy
247,854
+1,117
+0.5% +$60.7K 1.67% 13
2020
Q3 		$13.4M Buy
246,737
+3,671
+2% +$201K 1.9% 11
2020
Q2 		$13.2M Buy
243,066
+238,647
+5,400% +$12.8M 2.01% 11
2020
Q1 		$232K Buy
+4,419
New +$232K 0.04% 166
2019
Q4 		– Sell
-4,382
Closed -$230K – 216
2019
Q3 		$230K Buy
4,382
+26
+0.6% +$1.35K 0.03% 213
2019
Q2 		$225K Buy
4,356
+27
+0.6% +$1.37K 0.03% 216
2019
Q1 		$219K Buy
+4,329
New +$215K 0.03% 217
2018
Q4 		– Sell
-4,201
Closed -$206K – 230
2018
Q3 		$206K Sell
4,201
-68
-2% -$3.35K 0.03% 226
2018
Q2 		$211K Buy
4,269
+31
+0.7% +$1.53K 0.03% 229
2018
Q1 		$212K Buy
4,238
+180
+4% +$9.01K 0.04% 224
2017
Q4 		$206K Buy
4,058
+28
+0.7% +$1.43K 0.04% 220
2017
Q3 		$206K Buy
+4,030
New +$206K 0.04% 215

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Vicus Capital's IUSB Position: Q3 2024 in Review

Vicus Capital sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2024, closing a stake of 108,162 shares — an estimated $4.89M sold.

Vicus Capital first reported a position in IUSB in Q3 2017 and held it in 14 quarters. The position peaked at $13.5M in Q4 2020. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

  • Vicus Capital reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Vicus Capital sold 108,162 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $4.89M.
  • Vicus Capital first reported a position in iShares Core Universal USD Bond ETF in Q3 2017 and held it in 14 quarters.
  • Vicus Capital's iShares Core Universal USD Bond ETF position peaked at $13.5M in Q4 2020.
  • 663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Vicus Capital's 13F filing for Q3 2024, filed 21 Oct 2024.