Evensky & Katz’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Evensky & Katz’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	-2,160	Closed	-$117K	–	85
2020 Q2	$117K	Buy	2,160 +4	+0.2%	+$214	0.02%	65
2020 Q1	$113K	Buy	2,156 +1,673	+346%	+$87.9K	0.02%	71
2019 Q4	$25K	Sell	483 -12	-2%	-$626	﹤0.01%	91
2019 Q3	$26K	Buy	+495	New	+$25.8K	﹤0.01%	100
2019 Q2	–	Sell	-5,162	Closed	-$261K	–	110
2019 Q1	$261K	Buy	5,162 +847	+20%	+$42.2K	0.04%	74
2018 Q4	$212K	Buy	4,315 +1,414	+49%	+$68.9K	0.04%	54
2018 Q3	$142K	Buy	2,901 +2,251	+346%	+$111K	0.02%	49
2018 Q2	$32K	Sell	650 -67,373	-99%	-$3.32M	0.01%	53
2018 Q1	$3.4M	Buy	+68,023	New	+$3.4M	0.59%	15

Other funds holding IUSB

BlackRock New York $5.72T AUM 30.48% 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 $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evensky & Katz's IUSB Position: Q3 2020 in Review

Evensky & Katz sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2020, closing a stake of 2,160 shares — an estimated $117K sold.

Evensky & Katz first reported a position in IUSB in Q1 2018 and held it in 9 quarters. The position peaked at $3.4M in Q1 2018. 200 funds tracked by Wall St. Rank hold IUSB as of Q3 2020.

Evensky & Katz reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2020 after selling out during the quarter.
Evensky & Katz sold 2,160 iShares Core Universal USD Bond ETF shares in Q3 2020, an estimated $117K.
Evensky & Katz first reported a position in iShares Core Universal USD Bond ETF in Q1 2018 and held it in 9 quarters.
Evensky & Katz's iShares Core Universal USD Bond ETF position peaked at $3.4M in Q1 2018.
200 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2020.

Based on Evensky & Katz's 13F filing for Q3 2020, filed 21 Oct 2020.