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Wetzel Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-380
Closed -$17.3K – 499
2024
Q2 		$17.3K Hold
380
– – 0.01% 368
2024
Q1 		$16.9K Hold
380
– – 0.01% 408
2023
Q4 		$18K Buy
+380
New +$16.8K 0.01% 392

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
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 $377B AUM 19.32% 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

Wetzel Investment Advisors's IUSB Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2024, closing a stake of 380 shares — an estimated $17.3K sold.

Wetzel Investment Advisors first reported a position in IUSB in Q4 2023 and held it in 3 quarters. The position peaked at $18K in Q4 2023. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 380 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $17.3K.
  • Wetzel Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $18K in Q4 2023.
  • 663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.