AWS
IUSB icon

Atria Wealth Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Atria Wealth Solutions’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 		$50.6M Sell
1,095,353
-994,055
-48% -$45.4M 1.14% 9
2025
Q1 		$96.3M Sell
2,089,408
-47,230
-2% -$2.15M 1.16% 8
2024
Q4 		$96.6M Sell
2,136,638
-164,554
-7% -$7.55M 1.06% 10
2024
Q3 		$108M Buy
2,301,192
+310,588
+16% +$14.4M 1.18% 9
2024
Q2 		$90M Buy
1,990,604
+104,139
+6% +$4.68M 0.99% 12
2024
Q1 		$86M Buy
1,886,465
+389,827
+26% +$17.7M 0.97% 12
2023
Q4 		$69M Sell
1,496,638
-74,739
-5% -$3.3M 0.86% 13
2023
Q3 		$68.7M Sell
1,571,377
-136,081
-8% -$6.08M 0.96% 13
2023
Q2 		$77.6M Buy
1,707,458
+32,003
+2% +$1.46M 1.06% 13
2023
Q1 		$77.3M Buy
1,675,455
+405,003
+32% +$18.5M 1.14% 11
2022
Q4 		$57.1M Buy
1,270,452
+195,713
+18% +$8.75M 0.91% 13
2022
Q3 		$47.8M Buy
1,074,739
+21,464
+2% +$1M 0.83% 16
2022
Q2 		$49.3M Buy
1,053,275
+38,385
+4% +$1.82M 0.93% 14
2022
Q1 		$50.4M Buy
+1,014,890
New +$51.7M 0.84% 17

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $20.9B AUM 19.34% 1-Year Est. Return

Atria Wealth Solutions's IUSB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 48% in Q2 2025, selling an estimated $45.4M and leaving 1,095,353 shares worth $50.6M. The position accounts for 1.14% of the portfolio, ranked #9.

Atria Wealth Solutions first reported a position in IUSB in Q1 2022 and has held it in 14 quarters since. The position peaked at $108M in Q3 2024. 742 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Atria Wealth Solutions held 1,095,353 shares of iShares Core Universal USD Bond ETF worth $50.6M as of Q2 2025.
  • Atria Wealth Solutions sold 994,055 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $45.4M.
  • iShares Core Universal USD Bond ETF made up 1.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #9 holding.
  • Atria Wealth Solutions first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Core Universal USD Bond ETF position peaked at $108M in Q3 2024.
  • 742 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.