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Advisory Resource Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advisory Resource Group’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
Q2 		– Sell
-134,103
Closed -$6.18M – 175
2025
Q1 		$6.18M Buy
134,103
+7,746
+6% +$353K 1.26% 17
2024
Q4 		$5.71M Buy
+126,357
New +$5.8M 1.21% 20
2023
Q3 		– Sell
-176,415
Closed -$8.02M – 160
2023
Q2 		$8.02M Buy
176,415
+14,430
+9% +$660K 2.18% 10
2023
Q1 		$7.48M Buy
161,985
+23,393
+17% +$1.07M 2.1% 9
2022
Q4 		$6.23M Buy
138,592
+37,308
+37% +$1.67M 1.85% 10
2022
Q3 		$4.51M Buy
101,284
+8,082
+9% +$377K 1.49% 11
2022
Q2 		$4.36M Buy
93,202
+9,337
+11% +$444K 1.43% 13
2022
Q1 		$4.16M Buy
83,865
+11,590
+16% +$591K 1.3% 14
2021
Q4 		$3.74M Buy
+72,275
New +$3.83M 1.25% 14
2021
Q3 		– Sell
-52,819
Closed -$2.83M – 147
2021
Q2 		$2.83M Sell
52,819
-12,862
-20% -$683K 1.13% 21
2021
Q1 		$3.46M Sell
65,681
-19,301
-23% -$1.03M 1.62% 13
2020
Q4 		$4.64M Buy
84,982
+6,742
+9% +$366K 2.3% 9
2020
Q3 		$4.25M Buy
78,240
+5,021
+7% +$274K 2.49% 9
2020
Q2 		$3.98M Buy
73,219
+19,063
+35% +$1.02M 2.45% 7
2020
Q1 		$2.84M Sell
54,156
-7,751
-13% -$407K 2.17% 8
2019
Q4 		$3.23M Buy
+61,907
New +$3.23M 1.82% 9

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
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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Advisory Resource Group's IUSB Position: Q2 2025 in Review

Advisory Resource Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 134,103 shares — an estimated $6.18M sold.

Advisory Resource Group first reported a position in IUSB in Q4 2019 and held it in 16 quarters. The position peaked at $8.02M in Q2 2023. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Advisory Resource Group reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Advisory Resource Group sold 134,103 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $6.18M.
  • Advisory Resource Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 16 quarters.
  • Advisory Resource Group's iShares Core Universal USD Bond ETF position peaked at $8.02M in Q2 2023.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Advisory Resource Group's 13F filing for Q2 2025, filed 8 Aug 2025.