NFP
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Novak Financial Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Novak Financial Planning’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 		$2.85M Sell
53,225
-27
-0.1% -$1.43K 1.39% 21
2021
Q1 		$2.81M Buy
53,252
+2,582
+5% +$138K 1.54% 19
2020
Q4 		$2.77M Buy
+50,670
New +$2.75M 1.63% 19

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Novak Financial Planning's IUSB Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.05% in Q2 2021, selling an estimated $1.43K and leaving 53,225 shares worth $2.85M. The position accounts for 1.39% of the portfolio, ranked #21.

Novak Financial Planning first reported a position in IUSB in Q4 2020 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold IUSB as of Q2 2021.

  • Novak Financial Planning held 53,225 shares of iShares Core Universal USD Bond ETF worth $2.85M as of Q2 2021.
  • Novak Financial Planning sold 27 iShares Core Universal USD Bond ETF shares in Q2 2021, an estimated $1.43K.
  • iShares Core Universal USD Bond ETF made up 1.39% of Novak Financial Planning's portfolio in Q2 2021, its #21 holding.
  • Novak Financial Planning first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.