ZF
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Zhang Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Zhang Financial’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
2021
Q3 		– Sell
-5,812
Closed -$311K – 170
2021
Q2 		$311K Buy
5,812
+17
+0.3% +$903 0.08% 101
2021
Q1 		$306K Buy
+5,795
New +$311K 0.08% 96

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zhang Financial's IUSB Position: Q3 2021 in Review

Zhang Financial sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2021, closing a stake of 5,812 shares — an estimated $311K sold.

Zhang Financial first reported a position in IUSB in Q1 2021 and held it in 2 quarters. The position peaked at $311K in Q2 2021. 403 funds tracked by Wall St. Rank hold IUSB as of Q3 2021.

  • Zhang Financial reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Zhang Financial sold 5,812 iShares Core Universal USD Bond ETF shares in Q3 2021, an estimated $311K.
  • Zhang Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 2 quarters.
  • Zhang Financial's iShares Core Universal USD Bond ETF position peaked at $311K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2021.

Based on Zhang Financial's 13F filing for Q3 2021, filed 20 Oct 2021.