MBE Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

MBE Wealth 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 Q2	–	Sell	-19,188	Closed	-$1.01M	–	61
2021 Q1	$1.01M	Sell	19,188 -2,088	-10%	-$112K	0.55%	23
2020 Q4	$1.16M	Buy	21,276 +186	+0.9%	+$10.1K	0.79%	20
2020 Q3	$1.15M	Buy	21,090 +22	+0.1%	+$1.2K	0.96%	17
2020 Q2	$1.14M	Buy	21,068 +2,368	+13%	+$127K	0.96%	17
2020 Q1	$981K	Buy	18,700 +1,286	+7%	+$67.5K	0.94%	14
2019 Q4	$907K	Buy	+17,414	New	+$909K	0.91%	17

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

MBE Wealth Management's IUSB Position: Q2 2021 in Review

MBE Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2021, closing a stake of 19,188 shares — an estimated $1.01M sold.

MBE Wealth Management first reported a position in IUSB in Q4 2019 and held it in 6 quarters. The position peaked at $1.16M in Q4 2020. 380 funds tracked by Wall St. Rank hold IUSB as of Q2 2021.

MBE Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2021 after selling out during the quarter.
MBE Wealth Management sold 19,188 iShares Core Universal USD Bond ETF shares in Q2 2021, an estimated $1.01M.
MBE Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 6 quarters.
MBE Wealth Management's iShares Core Universal USD Bond ETF position peaked at $1.16M in Q4 2020.
380 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2021.

Based on MBE Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.