Summit Equities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Summit Equities’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
2018 Q3	$3.53M	Buy	71,922 +611	+0.9%	+$30.1K	0.59%	9
2018 Q2	$3.52M	Buy	71,311 +3,529	+5%	+$174K	0.61%	9
2018 Q1	$3.39M	Buy	67,782 +4,270	+7%	+$214K	0.59%	9
2017 Q4	$3.23M	Buy	63,512 +12,935	+26%	+$659K	0.55%	9
2017 Q3	$2.58M	Buy	50,577 +9,029	+22%	+$461K	0.48%	10
2017 Q2	$2.12M	Buy	41,548 +18,136	+77%	+$923K	0.43%	9
2017 Q1	$1.18M	Buy	23,412 +9,802	+72%	+$493K	0.27%	11
2016 Q4	$684K	Buy	13,610 +6,619	+95%	+$337K	0.17%	20
2016 Q3	$364K	Buy	+6,991	New	+$364K	0.1%	20

Other funds holding IUSB

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Summit Equities's IUSB Position: Q3 2018 in Review

Summit Equities increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.86% in Q3 2018, buying an estimated $30.1K and bringing the position to 71,922 shares worth $3.53M. The position accounts for 0.59% of the portfolio, ranked #9.

Summit Equities first reported a position in IUSB in Q3 2016 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold IUSB as of Q3 2018.

Summit Equities held 71,922 shares of iShares Core Universal USD Bond ETF worth $3.53M as of Q3 2018.
Summit Equities bought 611 iShares Core Universal USD Bond ETF shares in Q3 2018, an estimated $30.1K.
iShares Core Universal USD Bond ETF made up 0.59% of Summit Equities's portfolio in Q3 2018, its #9 holding.
Summit Equities first reported a position in iShares Core Universal USD Bond ETF in Q3 2016 and has held it in 9 quarters since.
92 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.