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Archford Capital Strategies’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Archford Capital Strategies’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
2016
Q1 		– Sell
-12
Closed -$1K – 381
2015
Q4 		$1K Hold
12
– – ﹤0.01% 763
2015
Q3 		$1K Buy
+12
New +$603 ﹤0.01% 629

Other funds holding IUSB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWP
Hefty Wealth Partners Auburn, Indiana $155M AUM 7.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Archford Capital Strategies's IUSB Position: Q1 2016 in Review

Archford Capital Strategies sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2016, closing a stake of 12 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in IUSB in Q3 2015 and held it in 2 quarters. The position peaked at $1K in Q4 2015. 22 funds tracked by Wall St. Rank hold IUSB as of Q1 2016.

  • Archford Capital Strategies reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 12 iShares Core Universal USD Bond ETF shares in Q1 2016, an estimated $1K.
  • Archford Capital Strategies first reported a position in iShares Core Universal USD Bond ETF in Q3 2015 and held it in 2 quarters.
  • Archford Capital Strategies's iShares Core Universal USD Bond ETF position peaked at $1K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2016.

Based on Archford Capital Strategies's 13F filing for Q1 2016, filed 10 May 2016.