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Northstar Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Northstar Investment Advisors’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
Q2 		– Sell
-18,761
Closed -$949K – 126
2019
Q1 		$949K Sell
18,761
-13,145
-41% -$654K 0.18% 81
2018
Q4 		$1.57M Buy
+31,906
New +$1.55M 0.34% 56
2018
Q3 		– Sell
-70,687
Closed -$3.49M – 114
2018
Q2 		$3.49M Sell
70,687
-24,211
-26% -$1.19M 0.73% 46
2018
Q1 		$4.74M Sell
94,898
-59,003
-38% -$2.95M 1% 45
2017
Q4 		$7.83M Buy
153,901
+9,767
+7% +$497K 1.41% 41
2017
Q3 		$7.36M Sell
144,134
-2,242
-2% -$115K 1.44% 38
2017
Q2 		$7.46M Buy
146,376
+2,898
+2% +$147K 1.51% 38
2017
Q1 		$7.25M Buy
143,478
+11,075
+8% +$557K 1.46% 40
2016
Q4 		$6.66M Buy
132,403
+7,627
+6% +$388K 1.49% 41
2016
Q3 		$6.46M Buy
124,776
+98,004
+366% +$5.1M 1.48% 42
2016
Q2 		$1.39M Buy
+26,772
New +$1.37M 0.32% 56

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

Northstar Investment Advisors's IUSB Position: Q2 2019 in Review

Northstar Investment Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2019, closing a stake of 18,761 shares — an estimated $949K sold.

Northstar Investment Advisors first reported a position in IUSB in Q2 2016 and held it in 11 quarters. The position peaked at $7.83M in Q4 2017. 122 funds tracked by Wall St. Rank hold IUSB as of Q2 2019.

  • Northstar Investment Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Northstar Investment Advisors sold 18,761 iShares Core Universal USD Bond ETF shares in Q2 2019, an estimated $949K.
  • Northstar Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2016 and held it in 11 quarters.
  • Northstar Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $7.83M in Q4 2017.
  • 122 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2019.

Based on Northstar Investment Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.