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MKD Wealth Coaches’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

MKD Wealth Coaches’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
2019
Q1 		– Sell
-689
Closed -$34K – 200
2018
Q4 		$34K Buy
+689
New +$33.6K 0.04% 94

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MKD Wealth Coaches's IUSB Position: Q1 2019 in Review

MKD Wealth Coaches sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2019, closing a stake of 689 shares — an estimated $34K sold.

MKD Wealth Coaches first reported a position in IUSB in Q4 2018 and held it in 1 quarter. The position peaked at $34K in Q4 2018. 116 funds tracked by Wall St. Rank hold IUSB as of Q1 2019.

  • MKD Wealth Coaches reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 689 iShares Core Universal USD Bond ETF shares in Q1 2019, an estimated $34K.
  • MKD Wealth Coaches first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and held it in 1 quarter.
  • MKD Wealth Coaches's iShares Core Universal USD Bond ETF position peaked at $34K in Q4 2018.
  • 116 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2019.

Based on MKD Wealth Coaches's 13F filing for Q1 2019, filed 2 May 2019.