SQA
IUSB icon

Simon Quick Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Simon Quick 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
2022
Q2 		– Sell
-525
Closed -$26K – 283
2022
Q1 		$26K Hold
525
– – 0.01% 262
2021
Q4 		$28K Hold
525
– – 0.01% 264
2021
Q3 		$27K Hold
525
– – 0.01% 299
2021
Q2 		$28K Hold
525
– – 0.01% 311
2021
Q1 		$27K Sell
525
-271
-34% -$14.5K 0.01% 333
2020
Q4 		$43K Buy
+796
New +$43.2K 0.01% 252
2019
Q1 		– Sell
-17,649
Closed -$869K – 422
2018
Q4 		$869K Buy
17,649
+14,976
+560% +$730K 0.32% 34
2018
Q3 		$131K Buy
2,673
+397
+17% +$19.6K 0.05% 92
2018
Q2 		$112K Buy
+2,276
New +$112K 0.05% 111
2018
Q1 		– Sell
-2,096
Closed -$106K – 366
2017
Q4 		$106K Buy
2,096
+1,165
+125% +$59.3K 0.05% 148
2017
Q3 		$48K Buy
931
+432
+87% +$22.1K 0.02% 274
2017
Q2 		$25K Buy
499
+263
+111% +$13.4K 0.01% 168
2017
Q1 		$12K Buy
+236
New +$11.9K 0.01% 249

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Simon Quick Advisors's IUSB Position: Q2 2022 in Review

Simon Quick Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2022, closing a stake of 525 shares — an estimated $26K sold.

Simon Quick Advisors first reported a position in IUSB in Q1 2017 and held it in 13 quarters. The position peaked at $869K in Q4 2018. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

  • Simon Quick Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 525 iShares Core Universal USD Bond ETF shares in Q2 2022, an estimated $26K.
  • Simon Quick Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2017 and held it in 13 quarters.
  • Simon Quick Advisors's iShares Core Universal USD Bond ETF position peaked at $869K in Q4 2018.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.