Epstein & White Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Epstein & White Financial’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 Q2	$2.09M	Sell	39,033 -1,685	-4%	-$89.5K	0.55%	17
2021 Q1	$2.15M	Buy	40,718 +388	+1%	+$20.8K	0.63%	17
2020 Q4	$2.2M	Sell	40,330 -4,158	-9%	-$226K	0.67%	17
2020 Q3	$2.43M	Buy	44,488 +4,252	+11%	+$232K	0.87%	15
2020 Q2	$2.19M	Buy	40,236 +136	+0.3%	+$7.29K	0.83%	13
2020 Q1	$2.1M	Buy	40,100 +1,381	+4%	+$72.5K	0.88%	12
2019 Q4	$2.02M	Buy	38,719 +9,154	+31%	+$478K	0.88%	13
2019 Q3	$1.55M	Buy	29,565 +16,088	+119%	+$838K	0.76%	13
2019 Q2	$692K	Buy	13,477 +4,182	+45%	+$212K	0.37%	30
2019 Q1	$472K	Buy	+9,295	New	+$463K	0.27%	39

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Epstein & White Financial's IUSB Position: Q2 2021 in Review

Epstein & White Financial reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 4.1% in Q2 2021, selling an estimated $89.5K and leaving 39,033 shares worth $2.09M. The position accounts for 0.55% of the portfolio, ranked #17.

Epstein & White Financial first reported a position in IUSB in Q1 2019 and has held it in 10 quarters since. The position peaked at $2.43M in Q3 2020. 380 funds tracked by Wall St. Rank hold IUSB as of Q2 2021.

Epstein & White Financial held 39,033 shares of iShares Core Universal USD Bond ETF worth $2.09M as of Q2 2021.
Epstein & White Financial sold 1,685 iShares Core Universal USD Bond ETF shares in Q2 2021, an estimated $89.5K.
iShares Core Universal USD Bond ETF made up 0.55% of Epstein & White Financial's portfolio in Q2 2021, its #17 holding.
Epstein & White Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 10 quarters since.
Epstein & White Financial's iShares Core Universal USD Bond ETF position peaked at $2.43M in Q3 2020.
380 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.