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Vivid Financial Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Vivid Financial 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
2021
Q4 		$6.3M Buy
119,116
+21,756
+22% +$1.15M 2.36% 11
2021
Q3 		$5.18M Buy
97,360
+54,852
+129% +$2.95M 2.13% 12
2021
Q2 		$2.27M Buy
+42,508
New +$2.26M 0.93% 25

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vivid Financial Management's IUSB Position: Q4 2021 in Review

Vivid Financial Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 22% in Q4 2021, buying an estimated $1.15M and bringing the position to 119,116 shares worth $6.3M. The position accounts for 2.36% of the portfolio, ranked #11.

Vivid Financial Management first reported a position in IUSB in Q2 2021 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold IUSB as of Q4 2021.

  • Vivid Financial Management held 119,116 shares of iShares Core Universal USD Bond ETF worth $6.3M as of Q4 2021.
  • Vivid Financial Management bought 21,756 iShares Core Universal USD Bond ETF shares in Q4 2021, an estimated $1.15M.
  • iShares Core Universal USD Bond ETF made up 2.36% of Vivid Financial Management's portfolio in Q4 2021, its #11 holding.
  • Vivid Financial Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.