Hefty Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$5.44M	Buy	109,013 +52,792	+94%	+$2.64M	3.51%	4
2017 Q4	$2.86M	Buy	56,221 +1,959	+4%	+$99.7K	1.77%	19
2017 Q3	$2.77M	Buy	54,262 +532	+1%	+$27.2K	1.83%	19
2017 Q2	$2.74M	Buy	53,730 +1,763	+3%	+$89.7K	1.87%	17
2017 Q1	$2.63M	Sell	51,967 -1,820	-3%	-$91.5K	1.91%	12
2016 Q4	$2.7M	Sell	53,787 -9,122	-15%	-$464K	2.26%	15
2016 Q3	$3.28M	Buy	62,909 +3,529	+6%	+$184K	2.49%	9
2016 Q2	$3.09M	Buy	59,380 +4,826	+9%	+$247K	2.55%	8
2016 Q1	$2.78M	Sell	54,554 -11,308	-17%	-$567K	2.6%	8
2015 Q4	$3.27M	Buy	+65,862	New	+$3.3M	3.11%	5

Other funds holding IUSB

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hefty Wealth Partners's IUSB Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 94% in Q1 2018, buying an estimated $2.64M and bringing the position to 109,013 shares worth $5.44M. The position accounts for 3.51% of the portfolio, ranked #4.

Hefty Wealth Partners first reported a position in IUSB in Q4 2015 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold IUSB as of Q1 2018.

Hefty Wealth Partners held 109,013 shares of iShares Core Universal USD Bond ETF worth $5.44M as of Q1 2018.
Hefty Wealth Partners bought 52,792 iShares Core Universal USD Bond ETF shares in Q1 2018, an estimated $2.64M.
iShares Core Universal USD Bond ETF made up 3.51% of Hefty Wealth Partners's portfolio in Q1 2018, its #4 holding.
Hefty Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2015 and has held it in 10 quarters since.
78 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.