W.H. Cornerstone Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

W.H. Cornerstone Investments’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	-11,192	Closed	-$506K	–	124
2024 Q2	$506K	Sell	11,192 -5,535	-33%	-$249K	0.36%	63
2024 Q1	$763K	Sell	16,727 -5,886	-26%	-$268K	0.55%	51
2023 Q4	$1.04M	Sell	22,613 -16,905	-43%	-$747K	0.83%	35
2023 Q3	$1.73M	Sell	39,518 -1,029	-3%	-$46K	1.52%	12
2023 Q2	$1.84M	Buy	40,547 +3,809	+10%	+$174K	1.65%	12
2023 Q1	$1.7M	Buy	36,738 +7,638	+26%	+$350K	1.54%	13
2022 Q4	$1.35M	Buy	29,100 +2,087	+8%	+$93.4K	1.28%	19
2022 Q3	$1.19M	Buy	+27,013	New	+$1.26M	1.25%	21

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

W.H. Cornerstone Investments's IUSB Position: Q3 2024 in Review

W.H. Cornerstone Investments sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2024, closing a stake of 11,192 shares — an estimated $506K sold.

W.H. Cornerstone Investments first reported a position in IUSB in Q3 2022 and held it in 8 quarters. The position peaked at $1.84M in Q2 2023. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

W.H. Cornerstone Investments reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
W.H. Cornerstone Investments sold 11,192 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $506K.
W.H. Cornerstone Investments first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 8 quarters.
W.H. Cornerstone Investments's iShares Core Universal USD Bond ETF position peaked at $1.84M in Q2 2023.
663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on W.H. Cornerstone Investments's 13F filing for Q3 2024, filed 30 Oct 2024.