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Vista Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Vista Investment 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
2024
Q3 		– Sell
-5,752
Closed -$260K – 176
2024
Q2 		$260K Buy
+5,752
New +$259K 0.11% 154

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BlackRock
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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 $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
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

Vista Investment Management's IUSB Position: Q3 2024 in Review

Vista Investment Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2024, closing a stake of 5,752 shares — an estimated $260K sold.

Vista Investment Management first reported a position in IUSB in Q2 2024 and held it in 1 quarter. The position peaked at $260K in Q2 2024. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

  • Vista Investment Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Vista Investment Management sold 5,752 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $260K.
  • Vista Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and held it in 1 quarter.
  • Vista Investment Management's iShares Core Universal USD Bond ETF position peaked at $260K in Q2 2024.
  • 663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Vista Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.