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Tradewinds Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Tradewinds Capital 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
Q3 		– Sell
-55
Closed -$3K – 682
2020
Q2 		$3K Sell
55
-50
-48% -$2.68K ﹤0.01% 530
2020
Q1 		$6K Buy
+105
New +$5.51K ﹤0.01% 424

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Northwestern Mutual Wealth Management
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Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradewinds Capital Management's IUSB Position: Q3 2020 in Review

Tradewinds Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2020, closing a stake of 55 shares — an estimated $3K sold.

Tradewinds Capital Management first reported a position in IUSB in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2020. 200 funds tracked by Wall St. Rank hold IUSB as of Q3 2020.

  • Tradewinds Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Tradewinds Capital Management sold 55 iShares Core Universal USD Bond ETF shares in Q3 2020, an estimated $3K.
  • Tradewinds Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and held it in 2 quarters.
  • Tradewinds Capital Management's iShares Core Universal USD Bond ETF position peaked at $6K in Q1 2020.
  • 200 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2020.

Based on Tradewinds Capital Management's 13F filing for Q3 2020, filed 26 Oct 2020.