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Wilbanks Smith & Thomas Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$589K Sell
12,913
-1,976
-13% -$89.9K 0.02% 322
2023
Q4 		$686K Sell
14,889
-477,217
-97% -$21.1M 0.02% 286
2023
Q3 		$21.5M Buy
+492,106
New +$22M 0.74% 27

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IUSB Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 13% in Q1 2024, selling an estimated $89.9K and leaving 12,913 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #322.

Wilbanks Smith & Thomas Asset Management first reported a position in IUSB in Q3 2023 and has held it in 3 quarters since. The position peaked at $21.5M in Q3 2023. 632 funds tracked by Wall St. Rank hold IUSB as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 12,913 shares of iShares Core Universal USD Bond ETF worth $589K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 1,976 iShares Core Universal USD Bond ETF shares in Q1 2024, an estimated $89.9K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #322 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • Wilbanks Smith & Thomas Asset Management's iShares Core Universal USD Bond ETF position peaked at $21.5M in Q3 2023.
  • 632 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.