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Woodmont Investment Counsel’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-1,751
Closed -$79.8K – 299
2024
Q1 		$79.8K Buy
+1,751
New +$79.7K 0.01% 282
2023
Q1 		– Sell
-4,583
Closed -$206K – 254
2022
Q4 		$206K Sell
4,583
-1,001
-18% -$44.8K 0.02% 244
2022
Q3 		$248K Sell
5,584
-966
-15% -$45.1K 0.03% 221
2022
Q2 		$307K Sell
6,550
-659
-9% -$31.3K 0.04% 199
2022
Q1 		$358K Buy
+7,209
New +$367K 0.04% 200

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Woodmont Investment Counsel's IUSB Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 1,751 shares — an estimated $79.8K sold.

Woodmont Investment Counsel first reported a position in IUSB in Q1 2022 and held it in 5 quarters. The position peaked at $358K in Q1 2022. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,751 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $79.8K.
  • Woodmont Investment Counsel first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and held it in 5 quarters.
  • Woodmont Investment Counsel's iShares Core Universal USD Bond ETF position peaked at $358K in Q1 2022.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.