Chevy Chase Trust
IUSB icon

Chevy Chase Trust’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Chevy Chase 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
2018
Q4 		– Sell
-7,869
Closed -$387K – 735
2018
Q3 		$387K Buy
+7,869
New +$388K ﹤0.01% 603

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chevy Chase Trust's IUSB Position: Q4 2018 in Review

Chevy Chase Trust sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2018, closing a stake of 7,869 shares — an estimated $387K sold.

Chevy Chase Trust first reported a position in IUSB in Q3 2018 and held it in 1 quarter. The position peaked at $387K in Q3 2018. 108 funds tracked by Wall St. Rank hold IUSB as of Q4 2018.

  • Chevy Chase Trust reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Chevy Chase Trust sold 7,869 iShares Core Universal USD Bond ETF shares in Q4 2018, an estimated $387K.
  • Chevy Chase Trust first reported a position in iShares Core Universal USD Bond ETF in Q3 2018 and held it in 1 quarter.
  • Chevy Chase Trust's iShares Core Universal USD Bond ETF position peaked at $387K in Q3 2018.
  • 108 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2018.

Based on Chevy Chase Trust's 13F filing for Q4 2018, filed 14 Feb 2019.