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Ropes Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ropes Wealth 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
2018
Q3 		– Sell
-8,413
Closed -$415K – 562
2018
Q2 		$415K Buy
+8,413
New +$415K 0.11% 154

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Ropes Wealth Advisors's IUSB Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2018, closing a stake of 8,413 shares — an estimated $415K sold.

Ropes Wealth Advisors first reported a position in IUSB in Q2 2018 and held it in 1 quarter. The position peaked at $415K in Q2 2018. 92 funds tracked by Wall St. Rank hold IUSB as of Q3 2018.

  • Ropes Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 8,413 iShares Core Universal USD Bond ETF shares in Q3 2018, an estimated $415K.
  • Ropes Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $415K in Q2 2018.
  • 92 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.