Reilly Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Reilly Financial Advisors’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 Q4	$10K	Sell	181 -81	-31%	-$4.29K	﹤0.01%	712
2021 Q3	$14K	Buy	262 +81	+45%	+$4.35K	﹤0.01%	591
2021 Q2	$10K	Hold	181	–	–	﹤0.01%	704
2021 Q1	$10K	Hold	181	–	–	﹤0.01%	703
2020 Q4	$10K	Hold	181	–	–	﹤0.01%	621
2020 Q3	$10K	Hold	181	–	–	﹤0.01%	565
2020 Q2	$10K	Hold	181	–	–	﹤0.01%	577
2020 Q1	$10K	Hold	181	–	–	﹤0.01%	546
2019 Q4	$9K	Hold	181	–	–	﹤0.01%	647
2019 Q3	$9K	Hold	181	–	–	﹤0.01%	647
2019 Q2	$9K	Sell	181 -30	-14%	-$1.52K	﹤0.01%	694
2019 Q1	$11K	Hold	211	–	–	﹤0.01%	663
2018 Q4	$10K	Buy	+211	New	+$10.3K	﹤0.01%	645

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Reilly Financial Advisors's IUSB Position: Q4 2021 in Review

Reilly Financial Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q4 2021, selling an estimated $4.29K and leaving 181 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Reilly Financial Advisors first reported a position in IUSB in Q4 2018 and has held it in 13 quarters since. The position peaked at $14K in Q3 2021. 466 funds tracked by Wall St. Rank hold IUSB as of Q4 2021.

Reilly Financial Advisors held 181 shares of iShares Core Universal USD Bond ETF worth $10K as of Q4 2021.
Reilly Financial Advisors sold 81 iShares Core Universal USD Bond ETF shares in Q4 2021, an estimated $4.29K.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #712 holding.
Reilly Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and has held it in 13 quarters since.
Reilly Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $14K in Q3 2021.
466 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.