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USCA RIA’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

USCA RIA’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
Q2 		– Sell
-179,886
Closed -$9.49M – 577
2021
Q1 		$9.49M Buy
179,886
+23,587
+15% +$1.26M 0.62% 36
2020
Q4 		$8.53M Buy
156,299
+9,017
+6% +$490K 0.6% 33
2020
Q3 		$8.01M Buy
+147,282
New +$8.04M 0.63% 31

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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 $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USCA RIA's IUSB Position: Q2 2021 in Review

USCA RIA sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2021, closing a stake of 179,886 shares — an estimated $9.49M sold.

USCA RIA first reported a position in IUSB in Q3 2020 and held it in 3 quarters. The position peaked at $9.49M in Q1 2021. 380 funds tracked by Wall St. Rank hold IUSB as of Q2 2021.

  • USCA RIA reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2021 after selling out during the quarter.
  • USCA RIA sold 179,886 iShares Core Universal USD Bond ETF shares in Q2 2021, an estimated $9.49M.
  • USCA RIA first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and held it in 3 quarters.
  • USCA RIA's iShares Core Universal USD Bond ETF position peaked at $9.49M in Q1 2021.
  • 380 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.