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Jefferies Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Jefferies Group’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
Q2 		– Sell
-16,529
Closed -$872K – 1822
2021
Q1 		$872K Hold
16,529
– – 0.01% 946
2020
Q4 		$902K Buy
+16,529
New +$898K 0.01% 975

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jefferies Group's IUSB Position: Q2 2021 in Review

Jefferies Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2021, closing a stake of 16,529 shares — an estimated $872K sold.

Jefferies Group first reported a position in IUSB in Q4 2020 and held it in 2 quarters. The position peaked at $902K in Q4 2020. 380 funds tracked by Wall St. Rank hold IUSB as of Q2 2021.

  • Jefferies Group reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Jefferies Group sold 16,529 iShares Core Universal USD Bond ETF shares in Q2 2021, an estimated $872K.
  • Jefferies Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 2 quarters.
  • Jefferies Group's iShares Core Universal USD Bond ETF position peaked at $902K in Q4 2020.
  • 380 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2021.

Based on Jefferies Group's 13F filing for Q2 2021, filed 16 Aug 2021.