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Avantax Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Avantax Advisory Services’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 		$47.4M Sell
1,024,270
-10,886
-1% -$497K 0.26% 54
2025
Q1 		$47.7M Buy
1,035,156
+15,748
+2% +$718K 0.29% 45
2024
Q4 		$46.1M Sell
1,019,408
-100,281
-9% -$4.6M 0.29% 48
2024
Q3 		$52.8M Buy
1,119,689
+205,631
+22% +$9.54M 0.35% 36
2024
Q2 		$41.3M Buy
914,058
+81,610
+10% +$3.67M 0.29% 45
2024
Q1 		$38M Buy
832,448
+234,399
+39% +$10.7M 0.34% 39
2023
Q4 		$27.6M Sell
598,049
-2,575
-0.4% -$114K 0.27% 47
2023
Q3 		$26.3M Buy
600,624
+27,169
+5% +$1.21M 0.29% 41
2023
Q2 		$26.1M Buy
573,455
+71,200
+14% +$3.26M 0.3% 41
2023
Q1 		$23.2M Buy
502,255
+150,247
+43% +$6.88M 0.28% 48
2022
Q4 		$15.8M Buy
352,008
+107,150
+44% +$4.79M 0.21% 80
2022
Q3 		$10.9M Buy
244,858
+40,136
+20% +$1.87M 0.17% 95
2022
Q2 		$9.59M Buy
204,722
+38,823
+23% +$1.84M 0.14% 110
2022
Q1 		$8.24M Buy
165,899
+59,068
+55% +$3.01M 0.11% 129
2021
Q4 		$5.66M Buy
106,831
+20,889
+24% +$1.11M 0.09% 174
2021
Q3 		$4.58M Buy
85,942
+28,313
+49% +$1.52M 0.08% 188
2021
Q2 		$3.08M Buy
57,629
+31,252
+118% +$1.66M 0.06% 250
2021
Q1 		$1.39M Buy
26,377
+21,078
+398% +$1.13M 0.03% 370
2020
Q4 		$290K Sell
5,299
-6,136
-54% -$333K 0.01% 737
2020
Q3 		$623K Buy
11,435
+6,240
+120% +$341K 0.01% 720
2020
Q2 		$282K Sell
5,195
-193
-4% -$10.3K 0.01% 664
2020
Q1 		$283K Buy
+5,388
New +$283K 0.01% 600

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 $20.9B AUM 19.34% 1-Year Est. Return

Avantax Advisory Services's IUSB Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.1% in Q2 2025, selling an estimated $497K and leaving 1,024,270 shares worth $47.4M. The position accounts for 0.26% of the portfolio, ranked #54.

Avantax Advisory Services first reported a position in IUSB in Q1 2020 and has held it in 22 quarters since. The position peaked at $52.8M in Q3 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Avantax Advisory Services held 1,024,270 shares of iShares Core Universal USD Bond ETF worth $47.4M as of Q2 2025.
  • Avantax Advisory Services sold 10,886 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $497K.
  • iShares Core Universal USD Bond ETF made up 0.26% of Avantax Advisory Services's portfolio in Q2 2025, its #54 holding.
  • Avantax Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Avantax Advisory Services's iShares Core Universal USD Bond ETF position peaked at $52.8M in Q3 2024.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

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