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Wealthspire Advisors (Maryland)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wealthspire Advisors (Maryland)’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 		$1.29M Buy
23,815
+399
+2% +$21.8K 0.05% 164
2020
Q2 		$1.27M Buy
23,416
+16,670
+247% +$893K 0.09% 132
2020
Q1 		$354K Buy
+6,746
New +$354K 0.03% 279

Other funds holding IUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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 $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IUSB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.7% in Q3 2020, buying an estimated $21.8K and bringing the position to 23,815 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #164.

Wealthspire Advisors (Maryland) first reported a position in IUSB in Q1 2020 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold IUSB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 23,815 shares of iShares Core Universal USD Bond ETF worth $1.29M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 399 iShares Core Universal USD Bond ETF shares in Q3 2020, an estimated $21.8K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #164 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.