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

Elevated Capital 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
2021
Q1 		$645K Sell
12,150
-311
-2% -$16.7K 0.25% 113
2020
Q4 		$680K Buy
12,461
+786
+7% +$42.7K 0.29% 105
2020
Q3 		$631K Sell
11,675
-108
-0.9% -$5.9K 0.3% 109
2020
Q2 		$645K Buy
+11,783
New +$631K 0.3% 108
2019
Q4 		$535K Buy
+10,273
New +$536K 0.59% 49
2019
Q1 		$602K Buy
+11,247
New +$560K 0.4% 91

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Elevated Capital Advisors's IUSB Position: Q1 2021 in Review

Elevated Capital Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.5% in Q1 2021, selling an estimated $16.7K and leaving 12,150 shares worth $645K. The position accounts for 0.25% of the portfolio, ranked #113.

Elevated Capital Advisors first reported a position in IUSB in Q1 2019 and has held it in 6 quarters since. The position peaked at $680K in Q4 2020. 348 funds tracked by Wall St. Rank hold IUSB as of Q1 2021.

  • Elevated Capital Advisors held 12,150 shares of iShares Core Universal USD Bond ETF worth $645K as of Q1 2021.
  • Elevated Capital Advisors sold 311 iShares Core Universal USD Bond ETF shares in Q1 2021, an estimated $16.7K.
  • iShares Core Universal USD Bond ETF made up 0.25% of Elevated Capital Advisors's portfolio in Q1 2021, its #113 holding.
  • Elevated Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 6 quarters since.
  • Elevated Capital Advisors's iShares Core Universal USD Bond ETF position peaked at $680K in Q4 2020.
  • 348 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2021.

Based on Elevated Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.