Gemmer Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-1,597	Closed	-$79K	–	604
2022 Q1	$79K	Hold	1,597	–	–	0.01%	195
2021 Q4	$85K	Sell	1,597 -60	-4%	-$3.18K	0.01%	189
2021 Q3	$88K	Hold	1,657	–	–	0.01%	172
2021 Q2	$89K	Hold	1,657	–	–	0.01%	187
2021 Q1	$87K	Hold	1,657	–	–	0.01%	174
2020 Q4	$90K	Buy	1,657 +201	+14%	+$10.9K	0.01%	158
2020 Q3	$79K	Hold	1,456	–	–	0.01%	143
2020 Q2	$79K	Hold	1,456	–	–	0.02%	147
2020 Q1	$76K	Hold	1,456	–	–	0.02%	130
2019 Q4	$76K	Sell	1,456 -52	-3%	-$2.71K	0.02%	151
2019 Q3	$79K	Buy	+1,508	New	+$78.5K	0.02%	142

Other funds holding IUSB

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Gemmer Asset Management's IUSB Position: Q2 2022 in Review

Gemmer Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2022, closing a stake of 1,597 shares — an estimated $79K sold.

Gemmer Asset Management first reported a position in IUSB in Q3 2019 and held it in 11 quarters. The position peaked at $90K in Q4 2020. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

Gemmer Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 1,597 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $79K.
Gemmer Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2019 and held it in 11 quarters.
Gemmer Asset Management's iShares Core Universal USD Bond ETF position peaked at $90K in Q4 2020.
475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.