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FineMark National Bank & Trust’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-5,289
Closed -$276K – 365
2019
Q4 		$276K Buy
+5,289
New +$276K 0.01% 315

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Carson Wealth (CWM LLC)
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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FineMark National Bank & Trust's IUSB Position: Q1 2020 in Review

FineMark National Bank & Trust sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2020, closing a stake of 5,289 shares — an estimated $276K sold.

FineMark National Bank & Trust first reported a position in IUSB in Q4 2019 and held it in 1 quarter. The position peaked at $276K in Q4 2019. 182 funds tracked by Wall St. Rank hold IUSB as of Q1 2020.

  • FineMark National Bank & Trust reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2020 after selling out during the quarter.
  • FineMark National Bank & Trust sold 5,289 iShares Core Universal USD Bond ETF shares in Q1 2020, an estimated $276K.
  • FineMark National Bank & Trust first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 1 quarter.
  • FineMark National Bank & Trust's iShares Core Universal USD Bond ETF position peaked at $276K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2020.

Based on FineMark National Bank & Trust's 13F filing for Q1 2020, filed 6 May 2020.