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

West Branch 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
2023 Q4	–	Sell	-582	Closed	-$25.5K	–	452
2023 Q3	$25.5K	Buy	582 +5	+0.9%	+$223	0.01%	202
2023 Q2	$26.2K	Buy	577 +5	+0.9%	+$229	0.01%	208
2023 Q1	$26.4K	Buy	572 +3	+0.5%	+$137	0.01%	209
2022 Q4	$25.6K	Buy	569 +5	+0.9%	+$224	0.02%	205
2022 Q3	$25K	Buy	564 +4	+0.7%	+$187	0.02%	209
2022 Q2	$26K	Buy	560 +3	+0.5%	+$143	0.02%	210
2022 Q1	$28K	Buy	557 +1	+0.2%	+$51	0.01%	220
2021 Q4	$29K	Buy	556 +3	+0.5%	+$159	0.01%	235
2021 Q3	$29K	Buy	553 +3	+0.5%	+$161	0.01%	223
2021 Q2	$29K	Buy	+550	New	+$29.2K	0.01%	233

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

West Branch Capital's IUSB Position: Q4 2023 in Review

West Branch Capital sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 582 shares — an estimated $25.5K sold.

West Branch Capital first reported a position in IUSB in Q2 2021 and held it in 10 quarters. The position peaked at $29K in Q4 2021. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

West Branch Capital reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
West Branch Capital sold 582 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $25.5K.
West Branch Capital first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and held it in 10 quarters.
West Branch Capital's iShares Core Universal USD Bond ETF position peaked at $29K in Q4 2021.
628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.