AGF Investments Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

AGF Investments Inc’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
2018 Q3	–	Sell	-24,639	Closed	-$1.22M	–	349
2018 Q2	$1.22M	Sell	24,639 -1,251	-5%	-$61.7K	0.01%	286
2018 Q1	$1.29M	Sell	25,890 -2,835	-10%	-$142K	0.01%	283
2017 Q4	$1.46M	Sell	28,725 -2,087	-7%	-$106K	0.01%	285
2017 Q3	$1.57M	Buy	30,812 +6,708	+28%	+$343K	0.02%	265
2017 Q2	$1.23M	Sell	24,104 -2,324	-9%	-$118K	0.01%	268
2017 Q1	$1.33M	Sell	26,428 -1,709	-6%	-$85.9K	0.01%	280
2016 Q4	$1.41M	Buy	+28,137	New	+$1.43M	0.02%	280

Other funds holding IUSB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

AGF Investments Inc's IUSB Position: Q3 2018 in Review

AGF Investments Inc sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2018, closing a stake of 24,639 shares — an estimated $1.22M sold.

AGF Investments Inc first reported a position in IUSB in Q4 2016 and held it in 7 quarters. The position peaked at $1.57M in Q3 2017. 92 funds tracked by Wall St. Rank hold IUSB as of Q3 2018.

AGF Investments Inc reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2018 after selling out during the quarter.
AGF Investments Inc sold 24,639 iShares Core Universal USD Bond ETF shares in Q3 2018, an estimated $1.22M.
AGF Investments Inc first reported a position in iShares Core Universal USD Bond ETF in Q4 2016 and held it in 7 quarters.
AGF Investments Inc's iShares Core Universal USD Bond ETF position peaked at $1.57M in Q3 2017.
92 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2018.

Based on AGF Investments Inc's 13F filing for Q3 2018, filed 7 Nov 2018.