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Lehman Financial Resources’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Lehman Financial Resources’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
2015
Q3 		– Sell
-796
Closed -$40K – 468
2015
Q2 		$40K Buy
+796
New +$40.4K 0.02% 175

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Lehman Financial Resources's IUSB Position: Q3 2015 in Review

Lehman Financial Resources sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2015, closing a stake of 796 shares — an estimated $40K sold.

Lehman Financial Resources first reported a position in IUSB in Q2 2015 and held it in 1 quarter. The position peaked at $40K in Q2 2015. 13 funds tracked by Wall St. Rank hold IUSB as of Q3 2015.

  • Lehman Financial Resources reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 796 iShares Core Universal USD Bond ETF shares in Q3 2015, an estimated $40K.
  • Lehman Financial Resources first reported a position in iShares Core Universal USD Bond ETF in Q2 2015 and held it in 1 quarter.
  • Lehman Financial Resources's iShares Core Universal USD Bond ETF position peaked at $40K in Q2 2015.
  • 13 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2015.

Based on Lehman Financial Resources's 13F filing for Q3 2015, filed 10 Nov 2015.