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San Francisco Sentry Investment Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

San Francisco Sentry Investment 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
2021
Q2 		$16K Hold
304
– – 0.01% 486
2021
Q1 		$16K Hold
304
– – 0.01% 507
2020
Q4 		$17K Hold
304
– – 0.01% 475
2020
Q3 		$17K Hold
304
– – 0.01% 445
2020
Q2 		$17K Hold
304
– – 0.01% 434
2020
Q1 		$16K Buy
+304
New +$16K 0.01% 411

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

San Francisco Sentry Investment Group's IUSB Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2021 at 304 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #486.

San Francisco Sentry Investment Group first reported a position in IUSB in Q1 2020 and has held it in 6 quarters since. The position peaked at $17K in Q4 2020. 380 funds tracked by Wall St. Rank hold IUSB as of Q2 2021.

  • San Francisco Sentry Investment Group held 304 shares of iShares Core Universal USD Bond ETF worth $16K as of Q2 2021.
  • San Francisco Sentry Investment Group left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2021.
  • iShares Core Universal USD Bond ETF made up 0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #486 holding.
  • San Francisco Sentry Investment Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 6 quarters since.
  • San Francisco Sentry Investment Group's iShares Core Universal USD Bond ETF position peaked at $17K in Q4 2020.
  • 380 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.