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

TCG 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
2020
Q3 		– Sell
-15,426
Closed -$838K – 59
2020
Q2 		$838K Buy
+15,426
New +$827K 0.47% 65

Other funds holding IUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCG Advisors's IUSB Position: Q3 2020 in Review

TCG Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2020, closing a stake of 15,426 shares — an estimated $838K sold.

TCG Advisors first reported a position in IUSB in Q2 2020 and held it in 1 quarter. The position peaked at $838K in Q2 2020. 200 funds tracked by Wall St. Rank hold IUSB as of Q3 2020.

  • TCG Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 15,426 iShares Core Universal USD Bond ETF shares in Q3 2020, an estimated $838K.
  • TCG Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2020 and held it in 1 quarter.
  • TCG Advisors's iShares Core Universal USD Bond ETF position peaked at $838K in Q2 2020.
  • 200 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.