C-J Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

C-J Advisory’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	–	Sell	-1,003	Closed	-$53K	–	95
2019 Q3	$53K	Hold	1,003	–	–	0.03%	50
2019 Q2	$52K	Hold	1,003	–	–	0.03%	50
2019 Q1	$50K	Hold	1,003	–	–	0.03%	49
2018 Q4	$49K	Buy	+1,003	New	+$48.9K	0.04%	47

Other funds holding IUSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

C-J Advisory's IUSB Position: Q4 2019 in Review

C-J Advisory sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2019, closing a stake of 1,003 shares — an estimated $53K sold.

C-J Advisory first reported a position in IUSB in Q4 2018 and held it in 4 quarters. The position peaked at $53K in Q3 2019. 166 funds tracked by Wall St. Rank hold IUSB as of Q4 2019.

C-J Advisory reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 1,003 iShares Core Universal USD Bond ETF shares in Q4 2019, an estimated $53K.
C-J Advisory first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and held it in 4 quarters.
C-J Advisory's iShares Core Universal USD Bond ETF position peaked at $53K in Q3 2019.
166 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.