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Enterprise Financial Services Corp (EFSC)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-7,064
Closed -$376K – 414
2021
Q3 		$376K Buy
+7,064
New +$379K 0.05% 215

Other funds holding IUSB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Enterprise Financial Services Corp (EFSC)'s IUSB Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2021, closing a stake of 7,064 shares — an estimated $376K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IUSB in Q3 2021 and held it in 1 quarter. The position peaked at $376K in Q3 2021. 466 funds tracked by Wall St. Rank hold IUSB as of Q4 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 7,064 iShares Core Universal USD Bond ETF shares in Q4 2021, an estimated $376K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 1 quarter.
  • Enterprise Financial Services Corp (EFSC)'s iShares Core Universal USD Bond ETF position peaked at $376K in Q3 2021.
  • 466 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.