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Capital Bank & Trust’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Capital Bank & Trust’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
2020
Q1 		– Sell
-2,639
Closed -$138K – 737
2019
Q4 		$138K Buy
+2,639
New +$138K ﹤0.01% 344

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Morgan Stanley
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Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Bank & Trust's IUSB Position: Q1 2020 in Review

Capital Bank & Trust sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2020, closing a stake of 2,639 shares — an estimated $138K sold.

Capital Bank & Trust first reported a position in IUSB in Q4 2019 and held it in 1 quarter. The position peaked at $138K in Q4 2019. 182 funds tracked by Wall St. Rank hold IUSB as of Q1 2020.

  • Capital Bank & Trust reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 2,639 iShares Core Universal USD Bond ETF shares in Q1 2020, an estimated $138K.
  • Capital Bank & Trust first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 1 quarter.
  • Capital Bank & Trust's iShares Core Universal USD Bond ETF position peaked at $138K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2020.

Based on Capital Bank & Trust's 13F filing for Q1 2020, filed 15 May 2020.