NorthRock Partners’s iShares Trust iShares USD Systematic Bond ETF USBF Stock Holding History

NorthRock Partners’s Portfolio USBF Stock Details USBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-691	Closed	-$57.5K	–	881
2024 Q2	$57.5K	Hold	691	–	–	﹤0.01%	656
2024 Q1	$58.1K	Buy	+691	New	+$58.1K	﹤0.01%	652

NorthRock Partners's USBF Position: Q3 2024 in Review

NorthRock Partners sold out of iShares Trust iShares USD Systematic Bond ETF (USBF) in Q3 2024, closing a stake of 691 shares — an estimated $57.5K sold.

NorthRock Partners first reported a position in USBF in Q1 2024 and held it in 2 quarters. The position peaked at $58.1K in Q1 2024. 0 funds tracked by Wall St. Rank hold USBF as of Q3 2024.

NorthRock Partners reported no remaining iShares Trust iShares USD Systematic Bond ETF position as of Q3 2024 after selling out during the quarter.
NorthRock Partners sold 691 iShares Trust iShares USD Systematic Bond ETF shares in Q3 2024, an estimated $57.5K.
NorthRock Partners first reported a position in iShares Trust iShares USD Systematic Bond ETF in Q1 2024 and held it in 2 quarters.
NorthRock Partners's iShares Trust iShares USD Systematic Bond ETF position peaked at $58.1K in Q1 2024.
0 funds tracked by Wall St. Rank held iShares Trust iShares USD Systematic Bond ETF as of Q3 2024.

Based on NorthRock Partners's 13F filing for Q3 2024, filed 30 Oct 2024.