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Rowland Carmichael Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Rowland Carmichael 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
2020
Q4 		$27K Hold
500
– – 0.01% 331
2020
Q3 		$27K Buy
+500
New +$27.3K 0.01% 307

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

Rowland Carmichael Advisors's IUSB Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q4 2020 at 500 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #331.

Rowland Carmichael Advisors first reported a position in IUSB in Q3 2020 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold IUSB as of Q4 2020.

  • Rowland Carmichael Advisors held 500 shares of iShares Core Universal USD Bond ETF worth $27K as of Q4 2020.
  • Rowland Carmichael Advisors left its iShares Core Universal USD Bond ETF share count unchanged in Q4 2020.
  • iShares Core Universal USD Bond ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #331 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.