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

Twin 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 Q4	–	Sell	-94,663	Closed	-$5.15M	–	300
2020 Q3	$5.15M	Sell	94,663 -1,022	-1%	-$55.8K	0.47%	60
2020 Q2	$5.2M	Sell	95,685 -3,625	-4%	-$194K	0.5%	51
2020 Q1	$5.21M	Sell	99,310 -16,905	-15%	-$888K	0.57%	47
2019 Q4	$6.06M	Sell	116,215 -5,000	-4%	-$261K	0.51%	53
2019 Q3	$6.35M	Sell	121,215 -7,625	-6%	-$397K	0.46%	67
2019 Q2	$6.66M	Buy	+128,840	New	+$6.54M	0.46%	65

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

Twin Capital Management's IUSB Position: Q4 2020 in Review

Twin Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2020, closing a stake of 94,663 shares — an estimated $5.15M sold.

Twin Capital Management first reported a position in IUSB in Q2 2019 and held it in 6 quarters. The position peaked at $6.66M in Q2 2019. 243 funds tracked by Wall St. Rank hold IUSB as of Q4 2020.

Twin Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2020 after selling out during the quarter.
Twin Capital Management sold 94,663 iShares Core Universal USD Bond ETF shares in Q4 2020, an estimated $5.15M.
Twin Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2019 and held it in 6 quarters.
Twin Capital Management's iShares Core Universal USD Bond ETF position peaked at $6.66M in Q2 2019.
243 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2020.

Based on Twin Capital Management's 13F filing for Q4 2020, filed 11 Feb 2021.