EIP
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Ellis Investment Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ellis Investment Partners’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
Q4 		– Sell
-878
Closed -$46K – 812
2021
Q3 		$46K Buy
+878
New +$47.2K 0.01% 409

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Jones Financial Companies
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Ellis Investment Partners's IUSB Position: Q4 2021 in Review

Ellis Investment Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2021, closing a stake of 878 shares — an estimated $46K sold.

Ellis Investment Partners first reported a position in IUSB in Q3 2021 and held it in 1 quarter. The position peaked at $46K in Q3 2021. 466 funds tracked by Wall St. Rank hold IUSB as of Q4 2021.

  • Ellis Investment Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ellis Investment Partners sold 878 iShares Core Universal USD Bond ETF shares in Q4 2021, an estimated $46K.
  • Ellis Investment Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 1 quarter.
  • Ellis Investment Partners's iShares Core Universal USD Bond ETF position peaked at $46K in Q3 2021.
  • 466 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2021.

Based on Ellis Investment Partners's 13F filing for Q4 2021, filed 1 Feb 2022.