Riverview Trust Company’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Riverview Trust Company’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
2023 Q4	–	Sell	-595	Closed	-$26K	–	362
2023 Q3	$26K	Hold	595	–	–	0.02%	326
2023 Q2	$27.1K	Hold	595	–	–	0.02%	291
2023 Q1	$27.5K	Hold	595	–	–	0.03%	290
2022 Q4	$27K	Hold	595	–	–	0.03%	294
2022 Q3	$26K	Hold	595	–	–	0.03%	308
2022 Q2	$28K	Hold	595	–	–	0.02%	300
2022 Q1	$30K	Hold	595	–	–	0.02%	321
2021 Q4	$31	Hold	595	–	–	0.02%	187
2021 Q3	$32K	Buy	+595	New	+$32K	0.03%	179

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

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

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riverview Trust Company's IUSB Position: Q4 2023 in Review

Riverview Trust Company sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 595 shares — an estimated $26K sold.

Riverview Trust Company first reported a position in IUSB in Q3 2021 and held it in 9 quarters. The position peaked at $32K in Q3 2021. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

Riverview Trust Company reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
Riverview Trust Company sold 595 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $26K.
Riverview Trust Company first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 9 quarters.
Riverview Trust Company's iShares Core Universal USD Bond ETF position peaked at $32K in Q3 2021.
628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.