SL
IUSB icon

Systelligence LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Systelligence LLC’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
Q1 		– Sell
-130,755
Closed -$7.14M – 54
2020
Q4 		$7.14M Buy
130,755
+1,024
+0.8% +$55.6K 1.53% 23
2020
Q3 		$7.05M Sell
129,731
-275,328
-68% -$15M 2.14% 22
2020
Q2 		$22M Buy
405,059
+51,057
+14% +$2.74M 7.12% 1
2020
Q1 		$18.6M Buy
354,002
+229,488
+184% +$12.1M 8.67% 1
2019
Q4 		$6.49M Buy
+124,514
New +$6.5M 2.38% 18

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Systelligence LLC's IUSB Position: Q1 2021 in Review

Systelligence LLC sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2021, closing a stake of 130,755 shares — an estimated $7.14M sold.

Systelligence LLC first reported a position in IUSB in Q4 2019 and held it in 5 quarters. The position peaked at $22M in Q2 2020. 348 funds tracked by Wall St. Rank hold IUSB as of Q1 2021.

  • Systelligence LLC reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Systelligence LLC sold 130,755 iShares Core Universal USD Bond ETF shares in Q1 2021, an estimated $7.14M.
  • Systelligence LLC first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 5 quarters.
  • Systelligence LLC's iShares Core Universal USD Bond ETF position peaked at $22M in Q2 2020.
  • 348 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2021.

Based on Systelligence LLC's 13F filing for Q1 2021, filed 23 Sep 2021.