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Pathstone Family Office’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Pathstone Family Office’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
Q4 		– Sell
-1,399
Closed -$73K – 529
2019
Q3 		$73K Buy
+1,399
New +$72.9K 0.01% 219

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Pathstone Family Office's IUSB Position: Q4 2019 in Review

Pathstone Family Office sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2019, closing a stake of 1,399 shares — an estimated $73K sold.

Pathstone Family Office first reported a position in IUSB in Q3 2019 and held it in 1 quarter. The position peaked at $73K in Q3 2019. 166 funds tracked by Wall St. Rank hold IUSB as of Q4 2019.

  • Pathstone Family Office reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Pathstone Family Office sold 1,399 iShares Core Universal USD Bond ETF shares in Q4 2019, an estimated $73K.
  • Pathstone Family Office first reported a position in iShares Core Universal USD Bond ETF in Q3 2019 and held it in 1 quarter.
  • Pathstone Family Office's iShares Core Universal USD Bond ETF position peaked at $73K in Q3 2019.
  • 166 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2019.

Based on Pathstone Family Office's 13F filing for Q4 2019, filed 14 Feb 2020.