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Gleason Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Gleason Group’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
-757
Closed -$39K – 184
2019
Q4 		$39K Buy
+757
New +$39.5K 0.02% 113

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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

Gleason Group's IUSB Position: Q1 2020 in Review

Gleason Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2020, closing a stake of 757 shares — an estimated $39K sold.

Gleason Group first reported a position in IUSB in Q4 2019 and held it in 1 quarter. The position peaked at $39K in Q4 2019. 182 funds tracked by Wall St. Rank hold IUSB as of Q1 2020.

  • Gleason Group reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Gleason Group sold 757 iShares Core Universal USD Bond ETF shares in Q1 2020, an estimated $39K.
  • Gleason Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 1 quarter.
  • Gleason Group's iShares Core Universal USD Bond ETF position peaked at $39K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2020.

Based on Gleason Group's 13F filing for Q1 2020, filed 27 Aug 2020.