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

AllSquare 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	$1.54K	Hold	33	–	–	﹤0.01%	474
2025 Q2	$1.53K	Hold	33	–	–	﹤0.01%	476
2025 Q1	$1.52K	Hold	33	–	–	﹤0.01%	475
2024 Q4	$1.49K	Hold	33	–	–	﹤0.01%	474
2024 Q3	$1.55K	Hold	33	–	–	﹤0.01%	476
2024 Q2	$1.49K	Hold	33	–	–	﹤0.01%	477
2024 Q1	$1.5K	Hold	33	–	–	﹤0.01%	475
2023 Q4	$1.52K	Hold	33	–	–	﹤0.01%	475
2023 Q3	$1.44K	Hold	33	–	–	﹤0.01%	482
2023 Q2	$1.5K	Hold	33	–	–	﹤0.01%	493
2023 Q1	$1.52K	Buy	+33	New	+$1.51K	﹤0.01%	486

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

AllSquare Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q3 2025 at 33 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

AllSquare Wealth Management first reported a position in IUSB in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.55K in Q3 2024. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

AllSquare Wealth Management held 33 shares of iShares Core Universal USD Bond ETF worth $1.54K as of Q3 2025.
AllSquare Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q3 2025.
iShares Core Universal USD Bond ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #474 holding.
AllSquare Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 11 quarters since.
AllSquare Wealth Management's iShares Core Universal USD Bond ETF position peaked at $1.55K in Q3 2024.
751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.