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

Axxcess 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 Q4	–	Sell	-8,705	Closed	-$407K	–	1072
2025 Q3	$407K	Buy	8,705 +819	+10%	+$37.9K	0.01%	677
2025 Q2	$365K	Sell	7,886 -17	-0.2%	-$776	0.01%	669
2025 Q1	$364K	Sell	7,903 -9,776	-55%	-$446K	0.01%	624
2024 Q4	$799K	Buy	17,679 +3,886	+28%	+$178K	0.02%	448
2024 Q3	$650K	Buy	13,793 +8,965	+186%	+$416K	0.02%	494
2024 Q2	$218K	Sell	4,828 -5,556	-54%	-$250K	0.01%	763
2024 Q1	$473K	Buy	10,384 +5,661	+120%	+$258K	0.01%	550
2023 Q4	$218K	Sell	4,723 -5,340	-53%	-$236K	0.01%	752
2023 Q3	$440K	Buy	+10,063	New	+$450K	0.02%	500
2022 Q3	–	Sell	-9,769	Closed	-$457K	–	584
2022 Q2	$457K	Buy	9,769 +378	+4%	+$18K	0.04%	324
2022 Q1	$466K	Buy	+9,391	New	+$479K	0.04%	372

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Align Financial Hermantown, Minnesota $202M AUM

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

Axxcess Wealth Management's IUSB Position: Q4 2025 in Review

Axxcess Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 8,705 shares — an estimated $407K sold.

Axxcess Wealth Management first reported a position in IUSB in Q1 2022 and held it in 11 quarters. The position peaked at $799K in Q4 2024. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

Axxcess Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
Axxcess Wealth Management sold 8,705 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $407K.
Axxcess Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and held it in 11 quarters.
Axxcess Wealth Management's iShares Core Universal USD Bond ETF position peaked at $799K in Q4 2024.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.