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Parasol Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Parasol Investment Management’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
2017
Q1 		– Sell
-10
Closed -$1K – 115
2016
Q4 		$1K Buy
+10
New +$509 ﹤0.01% 160

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWP
Hefty Wealth Partners Auburn, Indiana $155M AUM 7.56% 1-Year Est. Return

Parasol Investment Management's IUSB Position: Q1 2017 in Review

Parasol Investment Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2017, closing a stake of 10 shares — an estimated $1K sold.

Parasol Investment Management first reported a position in IUSB in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 44 funds tracked by Wall St. Rank hold IUSB as of Q1 2017.

  • Parasol Investment Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 10 iShares Core Universal USD Bond ETF shares in Q1 2017, an estimated $1K.
  • Parasol Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2016 and held it in 1 quarter.
  • Parasol Investment Management's iShares Core Universal USD Bond ETF position peaked at $1K in Q4 2016.
  • 44 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.