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

Divergent 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
2020
Q3 		– Sell
-282,461
Closed -$15.3M – 41
2020
Q2 		$15.3M Buy
282,461
+202,441
+253% +$10.8M 4.51% 10
2020
Q1 		$4.2M Sell
80,020
-404,013
-83% -$21.2M 1.49% 12
2019
Q4 		$25.2M Buy
484,033
+230,572
+91% +$12M 7.42% 6
2019
Q3 		$13.3M Sell
253,461
-210,226
-45% -$11M 4.12% 10
2019
Q2 		$24M Buy
463,687
+214,480
+86% +$10.9M 7.63% 5
2019
Q1 		$12.6M Buy
249,207
+105,316
+73% +$5.24M 4.19% 10
2018
Q4 		$7.09M Sell
143,891
-307,920
-68% -$15M 2.63% 10
2018
Q3 		$21.9M Buy
451,811
+211,037
+88% +$10.4M 7.57% 5
2018
Q2 		$11.9M Buy
240,774
+513
+0.2% +$25.3K 4.28% 10
2018
Q1 		$12M Sell
240,261
-158,334
-40% -$7.93M 4.49% 10
2017
Q4 		$20.3M Buy
+398,595
New +$20.3M 8.58% 5

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Divergent Wealth Advisors's IUSB Position: Q3 2020 in Review

Divergent Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2020, closing a stake of 282,461 shares — an estimated $15.3M sold.

Divergent Wealth Advisors first reported a position in IUSB in Q4 2017 and held it in 11 quarters. The position peaked at $25.2M in Q4 2019. 200 funds tracked by Wall St. Rank hold IUSB as of Q3 2020.

  • Divergent Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Divergent Wealth Advisors sold 282,461 iShares Core Universal USD Bond ETF shares in Q3 2020, an estimated $15.3M.
  • Divergent Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and held it in 11 quarters.
  • Divergent Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $25.2M in Q4 2019.
  • 200 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2020.

Based on Divergent Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.