Oak Point Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
Other funds holding IUSB
RJA
Oak Point Wealth Management's IUSB Position: Q1 2018 in Review
Oak Point Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 38% in Q1 2018, buying an estimated $497K and bringing the position to 35,924 shares worth $1.79M. The position accounts for 1.83% of the portfolio, ranked #14.
Oak Point Wealth Management first reported a position in IUSB in Q4 2017 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold IUSB as of Q1 2018.
- Oak Point Wealth Management held 35,924 shares of iShares Core Universal USD Bond ETF worth $1.79M as of Q1 2018.
- Oak Point Wealth Management bought 9,932 iShares Core Universal USD Bond ETF shares in Q1 2018, an estimated $497K.
- iShares Core Universal USD Bond ETF made up 1.83% of Oak Point Wealth Management's portfolio in Q1 2018, its #14 holding.
- Oak Point Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 2 quarters since.
- 78 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.