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Mine & Arao Wealth Creation & Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mine & Arao Wealth Creation & 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
Q1 		– Sell
-160
Closed -$9K – 276
2020
Q4 		$9K Buy
160
+1
+0.6% +$54 0.01% 213
2020
Q3 		$9K Buy
+159
New +$8.69K 0.01% 200

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IUSB Position: Q1 2021 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2021, closing a stake of 160 shares — an estimated $9K sold.

Mine & Arao Wealth Creation & Management first reported a position in IUSB in Q3 2020 and held it in 2 quarters. The position peaked at $9K in Q4 2020. 348 funds tracked by Wall St. Rank hold IUSB as of Q1 2021.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 160 iShares Core Universal USD Bond ETF shares in Q1 2021, an estimated $9K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and held it in 2 quarters.
  • Mine & Arao Wealth Creation & Management's iShares Core Universal USD Bond ETF position peaked at $9K in Q4 2020.
  • 348 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2021.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2021, filed 14 May 2021.