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Briaud Financial Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-389
Closed -$17K – 191
2025
Q2 		$17K Buy
+389
New +$17.8K 0.01% 196

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Briaud Financial Planning's IUSB Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 389 shares — an estimated $17K sold.

Briaud Financial Planning first reported a position in IUSB in Q2 2025 and held it in 1 quarter. The position peaked at $17K in Q2 2025. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 389 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $17K.
  • Briaud Financial Planning first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares Core Universal USD Bond ETF position peaked at $17K in Q2 2025.
  • 754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.