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

Wilshire 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 Q3	–	Sell	-33,037	Closed	-$1.55M	–	13
2022 Q2	$1.55M	Buy	+33,037	New	+$1.57M	0.81%	9
2021 Q3	–	Sell	-39,457	Closed	-$2.11M	–	11
2021 Q2	$2.11M	Sell	39,457 -101,886	-72%	-$5.41M	5.4%	9
2021 Q1	$7.46M	Buy	141,343 +8,718	+7%	+$467K	7.04%	3
2020 Q4	$7.24M	Buy	132,625 +2,671	+2%	+$145K	6.87%	3
2020 Q3	$7.07M	Buy	129,954 +34,269	+36%	+$1.87M	7.19%	4
2020 Q2	$5.2M	Sell	95,685 -52,535	-35%	-$2.82M	5.47%	6
2020 Q1	$7.78M	Sell	148,220 -30,813	-17%	-$1.62M	8.48%	3
2019 Q4	$9.33M	Sell	179,033 -2,541	-1%	-$133K	8.28%	3
2019 Q3	$9.52M	Sell	181,574 -9,533	-5%	-$497K	8.49%	3
2019 Q2	$9.88M	Buy	+191,107	New	+$9.7M	8.74%	3

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

Wilshire Advisors's IUSB Position: Q3 2022 in Review

Wilshire Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2022, closing a stake of 33,037 shares — an estimated $1.55M sold.

Wilshire Advisors first reported a position in IUSB in Q2 2019 and held it in 10 quarters. The position peaked at $9.88M in Q2 2019. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

Wilshire Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
Wilshire Advisors sold 33,037 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $1.55M.
Wilshire Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2019 and held it in 10 quarters.
Wilshire Advisors's iShares Core Universal USD Bond ETF position peaked at $9.88M in Q2 2019.
475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on Wilshire Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.