HCR Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

HCR Wealth Advisors’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	-1,533	Closed	-$84K	–	211
2020 Q4	$84K	Buy	+1,533	New	+$83.3K	0.02%	192
2018 Q3	–	Sell	-4,625	Closed	-$228K	–	166
2018 Q2	$228K	Hold	4,625	–	–	0.07%	148
2018 Q1	$231K	Hold	4,625	–	–	0.08%	151
2017 Q4	$235K	Sell	4,625 -25	-0.5%	-$1.27K	0.08%	151
2017 Q3	$237K	Buy	+4,650	New	+$238K	0.1%	139

Other funds holding IUSB

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

HCR Wealth Advisors's IUSB Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2021, closing a stake of 1,533 shares — an estimated $84K sold.

HCR Wealth Advisors first reported a position in IUSB in Q3 2017 and held it in 5 quarters. The position peaked at $237K in Q3 2017. 348 funds tracked by Wall St. Rank hold IUSB as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 1,533 iShares Core Universal USD Bond ETF shares in Q1 2021, an estimated $84K.
HCR Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2017 and held it in 5 quarters.
HCR Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $237K in Q3 2017.
348 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.