WWM
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Willingdon Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Willingdon Wealth Management’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
Q1 		$5K Hold
103
– – ﹤0.01% 232
2019
Q4 		$5K Hold
103
– – ﹤0.01% 280
2019
Q3 		$5K Buy
+103
New +$5.37K ﹤0.01% 275

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Willingdon Wealth Management's IUSB Position: Q1 2020 in Review

Willingdon Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2020 at 103 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Willingdon Wealth Management first reported a position in IUSB in Q3 2019 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold IUSB as of Q1 2020.

  • Willingdon Wealth Management held 103 shares of iShares Core Universal USD Bond ETF worth $5K as of Q1 2020.
  • Willingdon Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2020.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #232 holding.
  • Willingdon Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2019 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.