Squar Milner Financial Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-240	Closed	-$12K	–	453
2020 Q1	$12K	Hold	240	–	–	0.01%	524
2019 Q4	$12K	Buy	+240	New	+$12.5K	0.01%	567
2019 Q3	–	Sell	-240	Closed	-$12K	–	458
2019 Q2	$12K	Hold	240	–	–	0.01%	504
2019 Q1	$12K	Hold	240	–	–	0.01%	486
2018 Q4	$12K	Hold	240	–	–	0.01%	449
2018 Q3	$12K	Hold	240	–	–	0.01%	466
2018 Q2	$12K	Buy	+240	New	+$11.8K	0.01%	548

Other funds holding IUSB

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

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

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Squar Milner Financial Services's IUSB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2020, closing a stake of 240 shares — an estimated $12K sold.

Squar Milner Financial Services first reported a position in IUSB in Q2 2018 and held it in 7 quarters. The position peaked at $12K in Q1 2020. 192 funds tracked by Wall St. Rank hold IUSB as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 240 iShares Core Universal USD Bond ETF shares in Q2 2020, an estimated $12K.
Squar Milner Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares Core Universal USD Bond ETF position peaked at $12K in Q1 2020.
192 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.