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

Adapt Wealth 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
2024
Q4 		– Sell
-75,522
Closed -$3.56M – 74
2024
Q3 		$3.56M Sell
75,522
-53,932
-42% -$2.5M 1.9% 19
2024
Q2 		$5.85M Sell
129,454
-56,199
-30% -$2.53M 3.67% 8
2024
Q1 		$8.46M Buy
+185,653
New +$8.45M 6.02% 4

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adapt Wealth Advisors's IUSB Position: Q4 2024 in Review

Adapt Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 75,522 shares — an estimated $3.56M sold.

Adapt Wealth Advisors first reported a position in IUSB in Q1 2024 and held it in 3 quarters. The position peaked at $8.46M in Q1 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

  • Adapt Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Adapt Wealth Advisors sold 75,522 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $3.56M.
  • Adapt Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and held it in 3 quarters.
  • Adapt Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $8.46M in Q1 2024.
  • 720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Adapt Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.