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

Rockland Trust’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
2020
Q4 		– Sell
-34,727
Closed -$1.89M – 263
2020
Q3 		$1.89M Sell
34,727
-275
-0.8% -$15K 0.16% 91
2020
Q2 		$1.9M Hold
35,002
– – 0.17% 86
2020
Q1 		$1.84M Buy
35,002
+20,330
+139% +$1.07M 0.19% 83
2019
Q4 		$765K Buy
14,672
+4,982
+51% +$260K 0.06% 157
2019
Q3 		$509K Buy
+9,690
New +$505K 0.05% 185

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

Rockland Trust's IUSB Position: Q4 2020 in Review

Rockland Trust sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2020, closing a stake of 34,727 shares — an estimated $1.89M sold.

Rockland Trust first reported a position in IUSB in Q3 2019 and held it in 5 quarters. The position peaked at $1.9M in Q2 2020. 243 funds tracked by Wall St. Rank hold IUSB as of Q4 2020.

  • Rockland Trust reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Rockland Trust sold 34,727 iShares Core Universal USD Bond ETF shares in Q4 2020, an estimated $1.89M.
  • Rockland Trust first reported a position in iShares Core Universal USD Bond ETF in Q3 2019 and held it in 5 quarters.
  • Rockland Trust's iShares Core Universal USD Bond ETF position peaked at $1.9M in Q2 2020.
  • 243 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2020.

Based on Rockland Trust's 13F filing for Q4 2020, filed 4 Jan 2021.