Sound Financial Strategies Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sound Financial Strategies 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 Q1	–	Sell	-396	Closed	-$22K	–	92
2020 Q4	$22K	Sell	396 -28,689	-99%	-$1.56M	0.01%	77
2020 Q3	$1.58M	Sell	29,085 -188	-0.6%	-$10.3K	1%	8
2020 Q2	$1.59M	Buy	29,273 +327	+1%	+$17.5K	1.03%	8
2020 Q1	$1.52M	Buy	28,946 +28,479	+6,098%	+$1.5M	1.03%	10
2019 Q4	$24K	Buy	+467	New	+$24.4K	0.02%	64

Other funds holding IUSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sound Financial Strategies Group's IUSB Position: Q1 2021 in Review

Sound Financial Strategies Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2021, closing a stake of 396 shares — an estimated $22K sold.

Sound Financial Strategies Group first reported a position in IUSB in Q4 2019 and held it in 5 quarters. The position peaked at $1.59M in Q2 2020. 348 funds tracked by Wall St. Rank hold IUSB as of Q1 2021.

Sound Financial Strategies Group reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2021 after selling out during the quarter.
Sound Financial Strategies Group sold 396 iShares Core Universal USD Bond ETF shares in Q1 2021, an estimated $22K.
Sound Financial Strategies Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 5 quarters.
Sound Financial Strategies Group's iShares Core Universal USD Bond ETF position peaked at $1.59M in Q2 2020.
348 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2021.

Based on Sound Financial Strategies Group's 13F filing for Q1 2021, filed 7 May 2021.