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Ruggie Capital Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ruggie Capital Group’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
2019
Q1 		– Sell
-329
Closed -$16K – 299
2018
Q4 		$16K Hold
329
– – 0.01% 272
2018
Q3 		$16K Hold
329
– – 0.01% 184
2018
Q2 		$16K Buy
+329
New +$16.2K 0.01% 237

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ruggie Capital Group's IUSB Position: Q1 2019 in Review

Ruggie Capital Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2019, closing a stake of 329 shares — an estimated $16K sold.

Ruggie Capital Group first reported a position in IUSB in Q2 2018 and held it in 3 quarters. The position peaked at $16K in Q4 2018. 116 funds tracked by Wall St. Rank hold IUSB as of Q1 2019.

  • Ruggie Capital Group reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 329 iShares Core Universal USD Bond ETF shares in Q1 2019, an estimated $16K.
  • Ruggie Capital Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and held it in 3 quarters.
  • Ruggie Capital Group's iShares Core Universal USD Bond ETF position peaked at $16K in Q4 2018.
  • 116 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.