WR Wealth Planners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

WR Wealth Planners’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	$1.04M	Sell	23,078 -23,050	-50%	-$1.06M	0.34%	43
2024 Q3	$2.17M	Sell	46,128 -71	-0.2%	-$3.29K	0.6%	28
2024 Q2	$2.09M	Sell	46,199 -845	-2%	-$38K	0.64%	27
2024 Q1	$2.14M	Sell	47,044 -6,881	-13%	-$313K	0.67%	26
2023 Q4	$2.48M	Sell	53,925 -6,540	-11%	-$289K	0.92%	25
2023 Q3	$2.64M	Sell	60,465 -1,003	-2%	-$44.8K	1.01%	22
2023 Q2	$2.79M	Sell	61,468 -1,323	-2%	-$60.5K	1.08%	21
2023 Q1	$2.9M	Buy	62,791 +8,477	+16%	+$388K	1.25%	19
2022 Q4	$2.44M	Buy	54,314 +3,795	+8%	+$170K	1.5%	18
2022 Q3	$2.25M	Sell	50,519 -1,792	-3%	-$83.6K	1.58%	19
2022 Q2	$2.45M	Sell	52,311 -42	-0.1%	-$2K	1.61%	18
2022 Q1	$2.6M	Buy	+52,353	New	+$2.67M	1.55%	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

WR Wealth Planners's IUSB Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 50% in Q4 2024, selling an estimated $1.06M and leaving 23,078 shares worth $1.04M. The position accounts for 0.34% of the portfolio, ranked #43.

WR Wealth Planners first reported a position in IUSB in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.9M in Q1 2023. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

WR Wealth Planners held 23,078 shares of iShares Core Universal USD Bond ETF worth $1.04M as of Q4 2024.
WR Wealth Planners sold 23,050 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $1.06M.
iShares Core Universal USD Bond ETF made up 0.34% of WR Wealth Planners's portfolio in Q4 2024, its #43 holding.
WR Wealth Planners first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares Core Universal USD Bond ETF position peaked at $2.9M in Q1 2023.
720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.