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SII Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SII Investments’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
2017
Q4 		– Sell
-7,175
Closed -$368K – 499
2017
Q3 		$368K Buy
+7,175
New +$367K 0.02% 428

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
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
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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

SII Investments's IUSB Position: Q4 2017 in Review

SII Investments sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2017, closing a stake of 7,175 shares — an estimated $368K sold.

SII Investments first reported a position in IUSB in Q3 2017 and held it in 1 quarter. The position peaked at $368K in Q3 2017. 70 funds tracked by Wall St. Rank hold IUSB as of Q4 2017.

  • SII Investments reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 7,175 iShares Core Universal USD Bond ETF shares in Q4 2017, an estimated $368K.
  • SII Investments first reported a position in iShares Core Universal USD Bond ETF in Q3 2017 and held it in 1 quarter.
  • SII Investments's iShares Core Universal USD Bond ETF position peaked at $368K in Q3 2017.
  • 70 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.