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Cardinal Point Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cardinal Point Wealth Management’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 		$849K Sell
15,950
-1,750
-10% -$94K 0.4% 19
2021
Q2 		$947K Buy
17,700
+300
+2% +$15.9K 0.43% 20
2021
Q1 		$918K Buy
17,400
+3,000
+21% +$161K 0.46% 16
2020
Q4 		$786K Buy
+14,400
New +$782K 0.4% 19

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 $12.8B AUM 19.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cardinal Point Wealth Management's IUSB Position: Q3 2021 in Review

Cardinal Point Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 9.9% in Q3 2021, selling an estimated $94K and leaving 15,950 shares worth $849K. The position accounts for 0.4% of the portfolio, ranked #19.

Cardinal Point Wealth Management first reported a position in IUSB in Q4 2020 and has held it in 4 quarters since. The position peaked at $947K in Q2 2021. 403 funds tracked by Wall St. Rank hold IUSB as of Q3 2021.

  • Cardinal Point Wealth Management held 15,950 shares of iShares Core Universal USD Bond ETF worth $849K as of Q3 2021.
  • Cardinal Point Wealth Management sold 1,750 iShares Core Universal USD Bond ETF shares in Q3 2021, an estimated $94K.
  • iShares Core Universal USD Bond ETF made up 0.4% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #19 holding.
  • Cardinal Point Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management's iShares Core Universal USD Bond ETF position peaked at $947K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.