Strategic Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Strategic Investment 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
2021 Q2	–	Sell	-7,175	Closed	-$378K	–	196
2021 Q1	$378K	Sell	7,175 -4,078	-36%	-$219K	0.1%	167
2020 Q4	$614K	Sell	11,253 -6,799	-38%	-$369K	0.18%	101
2020 Q3	$982K	Sell	18,052 -2,673	-13%	-$146K	0.33%	63
2020 Q2	$1.13M	Buy	20,725 +163	+0.8%	+$8.73K	0.42%	53
2020 Q1	$1.08M	Buy	20,562 +687	+3%	+$36.1K	0.5%	51
2019 Q4	$1.04M	Buy	+19,875	New	+$1.04M	0.43%	55

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Strategic Investment Advisors's IUSB Position: Q2 2021 in Review

Strategic Investment Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2021, closing a stake of 7,175 shares — an estimated $378K sold.

Strategic Investment Advisors first reported a position in IUSB in Q4 2019 and held it in 6 quarters. The position peaked at $1.13M in Q2 2020. 380 funds tracked by Wall St. Rank hold IUSB as of Q2 2021.

Strategic Investment Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2021 after selling out during the quarter.
Strategic Investment Advisors sold 7,175 iShares Core Universal USD Bond ETF shares in Q2 2021, an estimated $378K.
Strategic Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 6 quarters.
Strategic Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $1.13M in Q2 2020.
380 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2021.

Based on Strategic Investment Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.