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

Atlas Private 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
2025 Q3	–	Sell	-6,895	Closed	-$319K	–	165
2025 Q2	$319K	Buy	6,895 +56	+0.8%	+$2.56K	0.04%	151
2025 Q1	$315K	Buy	6,839 +59	+0.9%	+$2.69K	0.04%	139
2024 Q4	$306K	Sell	6,780 -29	-0.4%	-$1.33K	0.04%	132
2024 Q3	$321K	Buy	6,809 +173	+3%	+$8.03K	0.05%	119
2024 Q2	$300K	Buy	+6,636	New	+$298K	0.05%	121

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Atlas Private Wealth Advisors's IUSB Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 6,895 shares — an estimated $319K sold.

Atlas Private Wealth Advisors first reported a position in IUSB in Q2 2024 and held it in 5 quarters. The position peaked at $321K in Q3 2024. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 6,895 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $319K.
Atlas Private Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and held it in 5 quarters.
Atlas Private Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $321K in Q3 2024.
754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.