Castleview Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Castleview Partners’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 Q2	$254K	Buy	+4,757	New	+$253K	0.11%	193

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Castleview Partners's IUSB Position: Q2 2021 in Review

Castleview Partners opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2021: 4,757 shares worth $254K. The stake represents 0.11% of the portfolio and ranks #193 among its holdings.

380 funds tracked by Wall St. Rank hold IUSB as of Q2 2021.

Castleview Partners held 4,757 shares of iShares Core Universal USD Bond ETF worth $254K as of Q2 2021.
iShares Core Universal USD Bond ETF was a new Castleview Partners position in Q2 2021.
iShares Core Universal USD Bond ETF made up 0.11% of Castleview Partners's portfolio in Q2 2021, its #193 holding.
380 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.