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Jacobi Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Jacobi Capital 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
2021
Q3 		– Sell
-25
Closed -$1K – 1468
2021
Q2 		$1K Buy
+25
New +$1.33K ﹤0.01% 1337

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jacobi Capital Management's IUSB Position: Q3 2021 in Review

Jacobi Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2021, closing a stake of 25 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in IUSB in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 403 funds tracked by Wall St. Rank hold IUSB as of Q3 2021.

  • Jacobi Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 25 iShares Core Universal USD Bond ETF shares in Q3 2021, an estimated $1K.
  • Jacobi Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and held it in 1 quarter.
  • Jacobi Capital Management's iShares Core Universal USD Bond ETF position peaked at $1K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2021.

Based on Jacobi Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.