First Allied Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,964
Closed -$103K 1404
2019
Q3
$103K Buy
+1,964
New +$102K ﹤0.01% 1233
2018
Q2
Sell
-7,757
Closed -$386K 1197
2018
Q1
$386K Buy
7,757
+760
+11% +$38K 0.01% 769
2017
Q4
$355K Buy
+6,997
New +$356K 0.01% 798

Other funds holding IUSB

First Allied Advisory Services's IUSB Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2019, closing a stake of 1,964 shares — an estimated $103K sold.

First Allied Advisory Services first reported a position in IUSB in Q4 2017 and held it in 3 quarters. The position peaked at $386K in Q1 2018. 166 funds tracked by Wall St. Rank hold IUSB as of Q4 2019.

  • First Allied Advisory Services reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2019 after selling out during the quarter.
  • First Allied Advisory Services sold 1,964 iShares Core Universal USD Bond ETF shares in Q4 2019, an estimated $103K.
  • First Allied Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and held it in 3 quarters.
  • First Allied Advisory Services's iShares Core Universal USD Bond ETF position peaked at $386K in Q1 2018.
  • 166 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.