Winslow Evans & Crocker’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Winslow Evans & Crocker’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	$69K	Buy	+1,270	New	+$69K	0.01%	523
2018 Q3	–	Sell	-200	Closed	-$10K	–	1126
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	797
2018 Q1	$9.99K	Hold	200	–	–	﹤0.01%	793
2017 Q4	$10.2K	Hold	200	–	–	﹤0.01%	807
2017 Q3	$10.2K	Hold	200	–	–	﹤0.01%	818
2017 Q2	$10.2K	Buy	+200	New	+$10.2K	﹤0.01%	911

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

Winslow Evans & Crocker's IUSB Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2020: 1,270 shares worth $69K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IUSB as recently as Q2 2018.

Winslow Evans & Crocker first reported a position in IUSB in Q2 2017 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold IUSB as of Q4 2020.

Winslow Evans & Crocker held 1,270 shares of iShares Core Universal USD Bond ETF worth $69K as of Q4 2020.
iShares Core Universal USD Bond ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares Core Universal USD Bond ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #523 holding.
Winslow Evans & Crocker first reported a position in iShares Core Universal USD Bond ETF in Q2 2017 and has held it in 6 quarters since.
243 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.