SVA Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SVA Wealth Management’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 Q4	$2.7M	Buy	49,536 +964	+2%	+$52.4K	0.24%	80
2020 Q3	$2.64M	Buy	48,572 +5,370	+12%	+$293K	0.26%	75
2020 Q2	$2.35M	Sell	43,202 -427	-1%	-$22.9K	0.25%	79
2020 Q1	$2.29M	Buy	43,629 +655	+2%	+$34.4K	0.26%	69
2019 Q4	$2.24M	Buy	42,974 +1,039	+2%	+$54.2K	0.21%	91
2019 Q3	$2.2M	Buy	41,935 +8,246	+24%	+$430K	0.22%	90
2019 Q2	$1.74M	Buy	33,689 +1,357	+4%	+$68.9K	0.17%	98
2019 Q1	$1.64M	Buy	32,332 +23,040	+248%	+$1.15M	0.16%	104
2018 Q4	$458K	Buy	9,292 +664	+8%	+$32.4K	0.05%	156
2018 Q3	$424K	Buy	8,628 +452	+6%	+$22.3K	0.04%	162
2018 Q2	$403K	Buy	+8,176	New	+$403K	0.04%	163

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

SVA Wealth Management's IUSB Position: Q4 2020 in Review

SVA Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2% in Q4 2020, buying an estimated $52.4K and bringing the position to 49,536 shares worth $2.7M. The position accounts for 0.24% of the portfolio, ranked #80.

SVA Wealth Management first reported a position in IUSB in Q2 2018 and has held it in 11 quarters since. 243 funds tracked by Wall St. Rank hold IUSB as of Q4 2020.

SVA Wealth Management held 49,536 shares of iShares Core Universal USD Bond ETF worth $2.7M as of Q4 2020.
SVA Wealth Management bought 964 iShares Core Universal USD Bond ETF shares in Q4 2020, an estimated $52.4K.
iShares Core Universal USD Bond ETF made up 0.24% of SVA Wealth Management's portfolio in Q4 2020, its #80 holding.
SVA Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and has held it in 11 quarters since.
243 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.