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Financial Architects (New Jersey)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Financial Architects (New Jersey)’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
2016
Q4 		– Sell
-100
Closed -$5K – 1448
2016
Q3 		$5K Buy
+100
New +$5.21K ﹤0.01% 1144

Other funds holding IUSB

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Ameriprise
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWP
Hefty Wealth Partners Auburn, Indiana $155M AUM 7.56% 1-Year Est. Return

Financial Architects (New Jersey)'s IUSB Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2016, closing a stake of 100 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in IUSB in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 42 funds tracked by Wall St. Rank hold IUSB as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 iShares Core Universal USD Bond ETF shares in Q4 2016, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in iShares Core Universal USD Bond ETF in Q3 2016 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s iShares Core Universal USD Bond ETF position peaked at $5K in Q3 2016.
  • 42 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.