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

WFG Advisors’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
Q2 		$64K Buy
1,251
+535
+75% +$27.2K 0.01% 639
2017
Q1 		$36K Sell
716
-501
-41% -$25.2K 0.01% 746
2016
Q4 		$61K Sell
1,217
-293
-19% -$14.9K 0.01% 674
2016
Q3 		$79K Buy
1,510
+606
+67% +$31.6K 0.02% 585
2016
Q2 		$47K Buy
904
+4
+0.4% +$205 0.01% 699
2016
Q1 		$46K Buy
+900
New +$45.1K 0.01% 685

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFG Advisors's IUSB Position: Q2 2017 in Review

WFG Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 75% in Q2 2017, buying an estimated $27.2K and bringing the position to 1,251 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #639.

WFG Advisors first reported a position in IUSB in Q1 2016 and has held it in 6 quarters since. The position peaked at $79K in Q3 2016. 51 funds tracked by Wall St. Rank hold IUSB as of Q2 2017.

  • WFG Advisors held 1,251 shares of iShares Core Universal USD Bond ETF worth $64K as of Q2 2017.
  • WFG Advisors bought 535 iShares Core Universal USD Bond ETF shares in Q2 2017, an estimated $27.2K.
  • iShares Core Universal USD Bond ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #639 holding.
  • WFG Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2016 and has held it in 6 quarters since.
  • WFG Advisors's iShares Core Universal USD Bond ETF position peaked at $79K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.