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

CXI 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 Q4	$71K	Buy	+1,371	New	+$71.5K	0.16%	16

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CXI Advisors's IUSB Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2019: 1,371 shares worth $71K. The stake represents 0.16% of the portfolio and ranks #16 among its holdings.

166 funds tracked by Wall St. Rank hold IUSB as of Q4 2019.

CXI Advisors held 1,371 shares of iShares Core Universal USD Bond ETF worth $71K as of Q4 2019.
iShares Core Universal USD Bond ETF was a new CXI Advisors position in Q4 2019.
iShares Core Universal USD Bond ETF made up 0.16% of CXI Advisors's portfolio in Q4 2019, its #16 holding.
166 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.