AWM
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Accredited Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Accredited 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
2025
Q3 		$893K Sell
9,040
-10,075
-53% -$466K 0.67% 32
2025
Q2 		$884K Buy
19,115
+2,500
+15% +$114K 0.72% 33
2025
Q1 		$766K Hold
16,615
– – 0.65% 27
2024
Q4 		$751K Buy
+16,615
New +$763K 0.66% 33

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Accredited Wealth Management's IUSB Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 53% in Q3 2025, selling an estimated $466K and leaving 9,040 shares worth $893K. The position accounts for 0.67% of the portfolio, ranked #32.

Accredited Wealth Management first reported a position in IUSB in Q4 2024 and has held it in 4 quarters since. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Accredited Wealth Management held 9,040 shares of iShares Core Universal USD Bond ETF worth $893K as of Q3 2025.
  • Accredited Wealth Management sold 10,075 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $466K.
  • iShares Core Universal USD Bond ETF made up 0.67% of Accredited Wealth Management's portfolio in Q3 2025, its #32 holding.
  • Accredited Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.