Moloney Securities Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Moloney Securities Asset 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	-23,706	Closed	-$1.29M	–	415
2020 Q4	$1.29M	Sell	23,706 -5,498	-19%	-$299K	0.29%	94
2020 Q3	$1.59M	Buy	29,204 +1,530	+6%	+$83.6K	0.42%	69
2020 Q2	$1.5M	Buy	27,674 +318	+1%	+$17K	0.44%	77
2020 Q1	$1.44M	Sell	27,356 -1,417	-5%	-$74.4K	0.51%	65
2019 Q4	$1.5M	Buy	28,773 +6,143	+27%	+$321K	0.46%	54
2019 Q3	$1.19M	Buy	+22,630	New	+$1.18M	0.4%	72

Other funds holding IUSB

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Moloney Securities Asset Management's IUSB Position: Q1 2021 in Review

Moloney Securities Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2021, closing a stake of 23,706 shares — an estimated $1.29M sold.

Moloney Securities Asset Management first reported a position in IUSB in Q3 2019 and held it in 6 quarters. The position peaked at $1.59M in Q3 2020. 348 funds tracked by Wall St. Rank hold IUSB as of Q1 2021.

Moloney Securities Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2021 after selling out during the quarter.
Moloney Securities Asset Management sold 23,706 iShares Core Universal USD Bond ETF shares in Q1 2021, an estimated $1.29M.
Moloney Securities Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2019 and held it in 6 quarters.
Moloney Securities Asset Management's iShares Core Universal USD Bond ETF position peaked at $1.59M in Q3 2020.
348 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2021.

Based on Moloney Securities Asset Management's 13F filing for Q1 2021, filed 28 Apr 2021.