Weaver Consulting Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Weaver Consulting Group’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	-1,099	Closed	-$60K	–	505
2020 Q3	$60K	Hold	1,099	–	–	0.03%	240
2020 Q2	$60K	Hold	1,099	–	–	0.03%	237
2020 Q1	$58K	Hold	1,099	–	–	0.04%	208
2019 Q4	$58K	Sell	1,099 -254	-19%	-$13.3K	0.03%	220
2019 Q3	$70K	Hold	1,353	–	–	0.04%	196
2019 Q2	$70K	Hold	1,353	–	–	0.04%	187
2019 Q1	$69K	Buy	+1,353	New	+$67.3K	0.02%	409

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

Weaver Consulting Group's IUSB Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2020, closing a stake of 1,099 shares — an estimated $60K sold.

Weaver Consulting Group first reported a position in IUSB in Q1 2019 and held it in 7 quarters. The position peaked at $70K in Q3 2019. 243 funds tracked by Wall St. Rank hold IUSB as of Q4 2020.

Weaver Consulting Group reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 1,099 iShares Core Universal USD Bond ETF shares in Q4 2020, an estimated $60K.
Weaver Consulting Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares Core Universal USD Bond ETF position peaked at $70K in Q3 2019.
243 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.