Wellspring Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wellspring Financial Advisors’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
2022 Q2	–	Sell	-5,195	Closed	-$258K	–	121
2022 Q1	$258K	Hold	5,195	–	–	0.08%	76
2021 Q4	$275K	Hold	5,195	–	–	0.08%	78
2021 Q3	$277K	Sell	5,195 -431	-8%	-$23.2K	0.08%	79
2021 Q2	$301K	Buy	+5,626	New	+$299K	0.09%	72
2021 Q1	–	Sell	-12,482	Closed	-$681K	–	98
2020 Q4	$681K	Buy	+12,482	New	+$678K	0.24%	46

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

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellspring Financial Advisors's IUSB Position: Q2 2022 in Review

Wellspring Financial Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2022, closing a stake of 5,195 shares — an estimated $258K sold.

Wellspring Financial Advisors first reported a position in IUSB in Q4 2020 and held it in 5 quarters. The position peaked at $681K in Q4 2020. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

Wellspring Financial Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Wellspring Financial Advisors sold 5,195 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $258K.
Wellspring Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 5 quarters.
Wellspring Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $681K in Q4 2020.
475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Wellspring Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.