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Harvest Group Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Harvest Group 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
2020
Q3 		– Sell
-13
Closed – – 697
2020
Q2 		$0 Hold
13
– – ﹤0.01% 657
2020
Q1 		$0 Hold
13
– – ﹤0.01% 731
2019
Q4 		$0 Sell
13
-748
-98% -$39K ﹤0.01% 995
2019
Q3 		$40K Buy
761
+243
+47% +$12.7K 0.05% 88
2019
Q2 		$26K Buy
+518
New +$26.3K 0.03% 123

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Harvest Group Wealth Management's IUSB Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2020, closing a stake of 13 shares.

Harvest Group Wealth Management first reported a position in IUSB in Q2 2019 and held it in 5 quarters. The position peaked at $40K in Q3 2019. 200 funds tracked by Wall St. Rank hold IUSB as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 13 iShares Core Universal USD Bond ETF shares in Q3 2020.
  • Harvest Group Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's iShares Core Universal USD Bond ETF position peaked at $40K in Q3 2019.
  • 200 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.