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

TrueWealth 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
2020 Q2	$6K	Buy	117 +1	+0.9%	+$54	﹤0.01%	545
2020 Q1	$6K	Hold	116	–	–	﹤0.01%	521
2019 Q4	$6K	Buy	116 +1	+0.9%	+$52	﹤0.01%	543
2019 Q3	$6K	Buy	115 +1	+0.9%	+$52	﹤0.01%	538
2019 Q2	$6K	Buy	114 +1	+0.9%	+$51	﹤0.01%	540
2019 Q1	$6K	Buy	113 +1	+0.9%	+$50	﹤0.01%	541
2018 Q4	$6K	Buy	112 +1	+0.9%	+$49	﹤0.01%	515
2018 Q3	$5K	Buy	111 +1	+0.9%	+$49	﹤0.01%	615
2018 Q2	$5K	Hold	110	–	–	﹤0.01%	612
2018 Q1	$5K	Hold	110	–	–	﹤0.01%	578
2017 Q4	$6K	Buy	+110	New	+$5.6K	﹤0.01%	613

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

TrueWealth LLC's IUSB Position: Q2 2020 in Review

TrueWealth LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.86% in Q2 2020, buying an estimated $54 and bringing the position to 117 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

TrueWealth LLC first reported a position in IUSB in Q4 2017 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold IUSB as of Q2 2020.

TrueWealth LLC held 117 shares of iShares Core Universal USD Bond ETF worth $6K as of Q2 2020.
TrueWealth LLC bought 1 iShares Core Universal USD Bond ETF share in Q2 2020, an estimated $54.
iShares Core Universal USD Bond ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #545 holding.
TrueWealth LLC first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 11 quarters since.
192 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.