WJ Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

WJ Wealth 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 Q4	–	Sell	-13,659	Closed	-$644K	–	81
2024 Q3	$644K	Sell	13,659 -57,861	-81%	-$2.68M	0.23%	50
2024 Q2	$3.23M	Sell	71,520 -1,725	-2%	-$77.6K	1.18%	24
2024 Q1	$3.34M	Buy	+73,245	New	+$3.33M	1.33%	22
2021 Q4	–	Sell	-71,008	Closed	-$3.79M	–	55
2021 Q3	$3.79M	Buy	71,008 +63,961	+908%	+$3.44M	2.52%	16
2021 Q2	$377K	Sell	7,047 -4,643	-40%	-$247K	1.17%	25
2021 Q1	$617K	Buy	11,690 +3,565	+44%	+$191K	1.92%	16
2020 Q4	$443K	Buy	+8,125	New	+$441K	1.38%	20

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

WJ Wealth Management's IUSB Position: Q4 2024 in Review

WJ Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 13,659 shares — an estimated $644K sold.

WJ Wealth Management first reported a position in IUSB in Q4 2020 and held it in 7 quarters. The position peaked at $3.79M in Q3 2021. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

WJ Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
WJ Wealth Management sold 13,659 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $644K.
WJ Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 7 quarters.
WJ Wealth Management's iShares Core Universal USD Bond ETF position peaked at $3.79M in Q3 2021.
720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on WJ Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.