Certified Advisory Corp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Certified Advisory Corp’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 Q3	–	Sell	-550	Closed	-$28K	–	810
2019 Q2	$28K	Hold	550	–	–	0.01%	418
2019 Q1	$28K	Hold	550	–	–	0.01%	387
2018 Q4	$27K	Hold	550	–	–	0.01%	367
2018 Q3	$27K	Hold	550	–	–	0.01%	387
2018 Q2	$27K	Hold	550	–	–	0.02%	372
2018 Q1	$27K	Hold	550	–	–	0.02%	354
2017 Q4	$27K	Buy	+550	New	+$28K	0.02%	314

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Certified Advisory Corp's IUSB Position: Q3 2019 in Review

Certified Advisory Corp sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2019, closing a stake of 550 shares — an estimated $28K sold.

Certified Advisory Corp first reported a position in IUSB in Q4 2017 and held it in 7 quarters. The position peaked at $28K in Q2 2019. 128 funds tracked by Wall St. Rank hold IUSB as of Q3 2019.

Certified Advisory Corp reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2019 after selling out during the quarter.
Certified Advisory Corp sold 550 iShares Core Universal USD Bond ETF shares in Q3 2019, an estimated $28K.
Certified Advisory Corp first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and held it in 7 quarters.
Certified Advisory Corp's iShares Core Universal USD Bond ETF position peaked at $28K in Q2 2019.
128 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2019.

Based on Certified Advisory Corp's 13F filing for Q3 2019, filed 12 Nov 2019.