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NinePointTwo Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

NinePointTwo Capital’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
-100
Closed -$5K – 70
2021
Q1 		$5K Buy
+100
New +$5.36K ﹤0.01% 57

Other funds holding IUSB

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BlackRock
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NinePointTwo Capital's IUSB Position: Q2 2021 in Review

NinePointTwo Capital sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2021, closing a stake of 100 shares — an estimated $5K sold.

NinePointTwo Capital first reported a position in IUSB in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 380 funds tracked by Wall St. Rank hold IUSB as of Q2 2021.

  • NinePointTwo Capital reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2021 after selling out during the quarter.
  • NinePointTwo Capital sold 100 iShares Core Universal USD Bond ETF shares in Q2 2021, an estimated $5K.
  • NinePointTwo Capital first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 1 quarter.
  • NinePointTwo Capital's iShares Core Universal USD Bond ETF position peaked at $5K in Q1 2021.
  • 380 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2021.

Based on NinePointTwo Capital's 13F filing for Q2 2021, filed 5 Aug 2021.