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

WealthShield’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
2017 Q4	$62K	Buy	+1,215	New	+$61.9K	0.04%	150

Other funds holding IUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WealthShield's IUSB Position: Q4 2017 in Review

WealthShield opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2017: 1,215 shares worth $62K. The stake represents 0.04% of the portfolio and ranks #150 among its holdings.

70 funds tracked by Wall St. Rank hold IUSB as of Q4 2017.

WealthShield held 1,215 shares of iShares Core Universal USD Bond ETF worth $62K as of Q4 2017.
iShares Core Universal USD Bond ETF was a new WealthShield position in Q4 2017.
iShares Core Universal USD Bond ETF made up 0.04% of WealthShield's portfolio in Q4 2017, its #150 holding.
70 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.