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Advisor Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advisor Group’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
2019
Q4 		$1.97M Buy
37,841
+11,530
+44% +$602K 0.01% 819
2019
Q3 		$1.38M Buy
26,311
+1,981
+8% +$103K 0.01% 962
2019
Q2 		$1.26M Sell
24,330
-149
-0.6% -$7.57K 0.01% 985
2019
Q1 		$1.24M Buy
24,479
+5,612
+30% +$279K 0.01% 963
2018
Q4 		$929K Buy
18,867
+6,150
+48% +$300K 0.01% 977
2018
Q3 		$625K Buy
12,717
+1,169
+10% +$57.7K 0.01% 1306
2018
Q2 		$571K Buy
11,548
+2,768
+32% +$137K 0.01% 1215
2018
Q1 		$438K Buy
8,780
+5,620
+178% +$281K 0.01% 1406
2017
Q4 		$161K Buy
3,160
+669
+27% +$34.1K ﹤0.01% 2175
2017
Q3 		$127K Hold
2,491
– – ﹤0.01% 2209
2017
Q2 		$127K Buy
2,491
+11
+0.4% +$560 ﹤0.01% 2112
2017
Q1 		$126K Sell
2,480
-305
-11% -$15.3K ﹤0.01% 2010
2016
Q4 		$139K Sell
2,785
-38
-1% -$1.93K ﹤0.01% 1835
2016
Q3 		$147K Sell
2,823
-1,131
-29% -$58.9K ﹤0.01% 1742
2016
Q2 		$203K Buy
+3,954
New +$202K 0.01% 1452

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Advisor Group's IUSB Position: Q4 2019 in Review

Advisor Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 44% in Q4 2019, buying an estimated $602K and bringing the position to 37,841 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #819.

Advisor Group first reported a position in IUSB in Q2 2016 and has held it in 15 quarters since. 166 funds tracked by Wall St. Rank hold IUSB as of Q4 2019.

  • Advisor Group held 37,841 shares of iShares Core Universal USD Bond ETF worth $1.97M as of Q4 2019.
  • Advisor Group bought 11,530 iShares Core Universal USD Bond ETF shares in Q4 2019, an estimated $602K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #819 holding.
  • Advisor Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.