PAM
IUSB icon

Peak Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Peak Asset 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
2021
Q2 		– Sell
-22,674
Closed -$1.2M – 148
2021
Q1 		$1.2M Buy
+22,674
New +$1.22M 0.29% 64

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Peak Asset Management's IUSB Position: Q2 2021 in Review

Peak Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2021, closing a stake of 22,674 shares — an estimated $1.2M sold.

Peak Asset Management first reported a position in IUSB in Q1 2021 and held it in 1 quarter. The position peaked at $1.2M in Q1 2021. 380 funds tracked by Wall St. Rank hold IUSB as of Q2 2021.

  • Peak Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Peak Asset Management sold 22,674 iShares Core Universal USD Bond ETF shares in Q2 2021, an estimated $1.2M.
  • Peak Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 1 quarter.
  • Peak Asset Management's iShares Core Universal USD Bond ETF position peaked at $1.2M in Q1 2021.
  • 380 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2021.

Based on Peak Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.