Sun Life Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sun Life Financial’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 Q3	–	Sell	-9,724	Closed	-$455K	–	71
2022 Q2	$455K	Sell	9,724 -8,375	-46%	-$398K	0.03%	60
2022 Q1	$898K	Sell	18,099 -9,000	-33%	-$459K	0.04%	51
2021 Q4	$1.43M	Sell	27,099 -52,785	-66%	-$2.8M	0.05%	37
2021 Q3	$4.25M	Sell	79,884 -65,445	-45%	-$3.52M	0.24%	23
2021 Q2	$7.77M	Buy	145,329 +66,310	+84%	+$3.52M	0.39%	19
2021 Q1	$4.17M	Sell	79,019 -32,791	-29%	-$1.76M	0.36%	23
2020 Q4	$6.1M	Buy	111,810 +111,625	+60,338%	+$6.06M	0.8%	15
2020 Q3	$10K	Buy	+185	New	+$10.1K	﹤0.01%	344

Other funds holding IUSB

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

BlackRock New York $5.72T AUM 30.48% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Sun Life Financial's IUSB Position: Q3 2022 in Review

Sun Life Financial sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2022, closing a stake of 9,724 shares — an estimated $455K sold.

Sun Life Financial first reported a position in IUSB in Q3 2020 and held it in 8 quarters. The position peaked at $7.77M in Q2 2021. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

Sun Life Financial reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
Sun Life Financial sold 9,724 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $455K.
Sun Life Financial first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and held it in 8 quarters.
Sun Life Financial's iShares Core Universal USD Bond ETF position peaked at $7.77M in Q2 2021.
475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on Sun Life Financial's 13F filing for Q3 2022, filed 14 Nov 2022.