Cascadia Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$1.17M Buy
22,049
+2,834
+15% +$152K 0.24% 110
2021
Q2
$1.03M Buy
19,215
+9,691
+102% +$515K 0.22% 117
2021
Q1
$502K Buy
+9,524
New +$510K 0.11% 162

Other funds holding IUSB

Cascadia Advisory Services's IUSB Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q3 2021, buying an estimated $152K and bringing the position to 22,049 shares worth $1.17M. The position accounts for 0.24% of the portfolio, ranked #110.

Cascadia Advisory Services first reported a position in IUSB in Q1 2021 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold IUSB as of Q3 2021.

  • Cascadia Advisory Services held 22,049 shares of iShares Core Universal USD Bond ETF worth $1.17M as of Q3 2021.
  • Cascadia Advisory Services bought 2,834 iShares Core Universal USD Bond ETF shares in Q3 2021, an estimated $152K.
  • iShares Core Universal USD Bond ETF made up 0.24% of Cascadia Advisory Services's portfolio in Q3 2021, its #110 holding.
  • Cascadia Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.