FWM
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ForthRight Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

ForthRight Wealth Management’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
Q1 		– Sell
-215
Closed -$12K – 100
2020
Q4 		$12K Buy
+215
New +$11.7K 0.01% 113

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ForthRight Wealth Management's IUSB Position: Q1 2021 in Review

ForthRight Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2021, closing a stake of 215 shares — an estimated $12K sold.

ForthRight Wealth Management first reported a position in IUSB in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 348 funds tracked by Wall St. Rank hold IUSB as of Q1 2021.

  • ForthRight Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 215 iShares Core Universal USD Bond ETF shares in Q1 2021, an estimated $12K.
  • ForthRight Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's iShares Core Universal USD Bond ETF position peaked at $12K in Q4 2020.
  • 348 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.