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Atwood & Palmer’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Atwood & Palmer’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
2021
Q3 		– Sell
-146
Closed -$8K – 435
2021
Q2 		$8K Hold
146
– – ﹤0.01% 342
2021
Q1 		$8K Buy
+146
New +$7.82K ﹤0.01% 363

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atwood & Palmer's IUSB Position: Q3 2021 in Review

Atwood & Palmer sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2021, closing a stake of 146 shares — an estimated $8K sold.

Atwood & Palmer first reported a position in IUSB in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 403 funds tracked by Wall St. Rank hold IUSB as of Q3 2021.

  • Atwood & Palmer reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Atwood & Palmer sold 146 iShares Core Universal USD Bond ETF shares in Q3 2021, an estimated $8K.
  • Atwood & Palmer first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 2 quarters.
  • Atwood & Palmer's iShares Core Universal USD Bond ETF position peaked at $8K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2021.

Based on Atwood & Palmer's 13F filing for Q3 2021, filed 19 Oct 2021.