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LVZ Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

LVZ Inc’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
Q4 		– Sell
-43,340
Closed -$2.44M – 102
2020
Q3 		$2.44M Buy
43,340
+28,785
+198% +$1.57M 0.5% 21
2020
Q2 		$791K Sell
14,555
-1,183
-8% -$63.4K 0.18% 42
2020
Q1 		$826K Buy
15,738
+11,323
+256% +$595K 0.2% 32
2019
Q4 		$230K Buy
+4,415
New +$230K 0.05% 78

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LVZ Inc's IUSB Position: Q4 2020 in Review

LVZ Inc sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2020, closing a stake of 43,340 shares — an estimated $2.44M sold.

LVZ Inc first reported a position in IUSB in Q4 2019 and held it in 4 quarters. The position peaked at $2.44M in Q3 2020. 243 funds tracked by Wall St. Rank hold IUSB as of Q4 2020.

  • LVZ Inc reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • LVZ Inc sold 43,340 iShares Core Universal USD Bond ETF shares in Q4 2020, an estimated $2.44M.
  • LVZ Inc first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 4 quarters.
  • LVZ Inc's iShares Core Universal USD Bond ETF position peaked at $2.44M in Q3 2020.
  • 243 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2020.

Based on LVZ Inc's 13F filing for Q4 2020, filed 10 Feb 2021.