Huber Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Huber Financial 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
2020 Q1	$311K	Buy	5,923 +29	+0.5%	+$1.52K	0.12%	77
2019 Q4	$307K	Buy	5,894 +56	+1%	+$2.92K	0.11%	95
2019 Q3	$306K	Buy	5,838 +69	+1%	+$3.59K	0.12%	90
2019 Q2	$298K	Buy	5,769 +47	+0.8%	+$2.39K	0.13%	86
2019 Q1	$290K	Buy	5,722 +31	+0.5%	+$1.54K	0.14%	90
2018 Q4	$280K	Buy	5,691 +56	+1%	+$2.73K	0.15%	79
2018 Q3	$277K	Buy	5,635 +43	+0.8%	+$2.12K	0.21%	79
2018 Q2	$275K	Buy	5,592 +42	+0.8%	+$2.07K	0.25%	76
2018 Q1	$277K	Buy	+5,550	New	+$278K	0.27%	71

Other funds holding IUSB

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Huber Financial Advisors's IUSB Position: Q1 2020 in Review

Huber Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.49% in Q1 2020, buying an estimated $1.52K and bringing the position to 5,923 shares worth $311K. The position accounts for 0.12% of the portfolio, ranked #77.

Huber Financial Advisors first reported a position in IUSB in Q1 2018 and has held it in 9 quarters since. 182 funds tracked by Wall St. Rank hold IUSB as of Q1 2020.

Huber Financial Advisors held 5,923 shares of iShares Core Universal USD Bond ETF worth $311K as of Q1 2020.
Huber Financial Advisors bought 29 iShares Core Universal USD Bond ETF shares in Q1 2020, an estimated $1.52K.
iShares Core Universal USD Bond ETF made up 0.12% of Huber Financial Advisors's portfolio in Q1 2020, its #77 holding.
Huber Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2018 and has held it in 9 quarters since.
182 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.