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Bellevue Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bellevue Asset 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
Q2 		– Sell
-308
Closed -$14.2K – 479
2025
Q1 		$14.2K Sell
308
-1,774
-85% -$80.8K 0.01% 255
2024
Q4 		$94.1K Buy
+2,082
New +$95.6K 0.05% 105

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Wells Fargo
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Morgan Stanley
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Carson Wealth (CWM LLC)
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Envestnet Portfolio Solutions
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Bellevue Asset Management's IUSB Position: Q2 2025 in Review

Bellevue Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 308 shares — an estimated $14.2K sold.

Bellevue Asset Management first reported a position in IUSB in Q4 2024 and held it in 2 quarters. The position peaked at $94.1K in Q4 2024. 743 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Bellevue Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bellevue Asset Management sold 308 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $14.2K.
  • Bellevue Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and held it in 2 quarters.
  • Bellevue Asset Management's iShares Core Universal USD Bond ETF position peaked at $94.1K in Q4 2024.
  • 743 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Bellevue Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.