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Clarus Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Clarus Wealth Advisors’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
-951
Closed -$49K – 353
2019
Q2 		$49K Sell
951
-94
-9% -$4.77K 0.04% 269
2019
Q1 		$53K Buy
1,045
+4
+0.4% +$199 0.04% 278
2018
Q4 		$51K Buy
1,041
+7
+0.7% +$341 0.08% 255
2018
Q3 		$51K Buy
1,034
+11
+1% +$543 0.03% 295
2018
Q2 		$51K Buy
+1,023
New +$50.5K 0.04% 285

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Clarus Wealth Advisors's IUSB Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2019, closing a stake of 951 shares — an estimated $49K sold.

Clarus Wealth Advisors first reported a position in IUSB in Q2 2018 and held it in 5 quarters. The position peaked at $53K in Q1 2019. 128 funds tracked by Wall St. Rank hold IUSB as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 951 iShares Core Universal USD Bond ETF shares in Q3 2019, an estimated $49K.
  • Clarus Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $53K in Q1 2019.
  • 128 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.