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Aveo Capital Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-27,377
Closed -$1.24M – 255
2024
Q4 		$1.24M Buy
27,377
+970
+4% +$44.5K 0.14% 116
2024
Q3 		$1.24M Buy
26,407
+5,346
+25% +$248K 0.13% 115
2024
Q2 		$952K Buy
21,061
+1,082
+5% +$48.7K 0.11% 136
2024
Q1 		$895K Buy
19,979
+77
+0.4% +$3.5K 0.1% 152
2023
Q4 		$917K Buy
19,902
+5,194
+35% +$230K 0.11% 137
2023
Q3 		$643K Buy
14,708
+60
+0.4% +$2.68K 0.08% 166
2023
Q2 		$666K Sell
14,648
-365
-2% -$16.7K 0.08% 163
2023
Q1 		$693K Buy
15,013
+3,254
+28% +$149K 0.09% 150
2022
Q4 		$528K Sell
11,759
-795
-6% -$35.6K 0.08% 181
2022
Q3 		$559K Sell
12,554
-41
-0.3% -$1.91K 0.1% 149
2022
Q2 		$590K Buy
12,595
+238
+2% +$11.3K 0.1% 157
2022
Q1 		$613K Buy
12,357
+2,324
+23% +$118K 0.11% 157
2021
Q4 		$531K Buy
10,033
+2,411
+32% +$128K 0.1% 167
2021
Q3 		$406K Buy
7,622
+3,676
+93% +$197K 0.08% 177
2021
Q2 		$211K Sell
3,946
-1,663
-30% -$88.3K 0.05% 249
2021
Q1 		$296K Buy
+5,609
New +$301K 0.07% 193
2020
Q4 		– Sell
-3,799
Closed -$207K – 117
2020
Q3 		$207K Buy
+3,799
New +$208K 0.07% 181

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Jones Financial Companies
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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

Aveo Capital Partners's IUSB Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 27,377 shares — an estimated $1.24M sold.

Aveo Capital Partners first reported a position in IUSB in Q3 2020 and held it in 17 quarters. The position peaked at $1.24M in Q3 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 27,377 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $1.24M.
  • Aveo Capital Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and held it in 17 quarters.
  • Aveo Capital Partners's iShares Core Universal USD Bond ETF position peaked at $1.24M in Q3 2024.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.