Burt Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $768K | Hold |
16,450
| – | – | 0.19% | 58 |
|
|
2025
Q2 | $760K | Hold |
16,450
| – | – | 0.17% | 56 |
|
|
2025
Q1 | $758K | Sell |
16,450
-427
| -3% | -$19.5K | 0.19% | 49 |
|
|
2024
Q4 | $763K | Hold |
16,877
| – | – | 0.19% | 49 |
|
|
2024
Q3 | $795K | Sell |
16,877
-862
| -5% | -$40K | 0.2% | 47 |
|
|
2024
Q2 | $802K | Sell |
17,739
-408
| -2% | -$18.3K | 0.21% | 44 |
|
|
2024
Q1 | $827K | Buy |
18,147
+455
| +3% | +$20.7K | 0.21% | 46 |
|
|
2023
Q4 | $815K | Buy |
17,692
+2,325
| +15% | +$103K | 0.23% | 46 |
|
|
2023
Q3 | $672K | Buy |
15,367
+7,372
| +92% | +$330K | 0.21% | 46 |
|
|
2023
Q2 | $364K | Hold |
7,995
| – | – | 0.11% | 71 |
|
|
2023
Q1 | $369K | Buy |
7,995
+585
| +8% | +$26.8K | 0.11% | 67 |
|
|
2022
Q4 | $333K | Hold |
7,410
| – | – | 0.11% | 74 |
|
|
2022
Q3 | $330K | Hold |
7,410
| – | – | 0.13% | 62 |
|
|
2022
Q2 | $347K | Hold |
7,410
| – | – | 0.12% | 63 |
|
|
2022
Q1 | $368K | Hold |
7,410
| – | – | 0.11% | 68 |
|
|
2021
Q4 | $392K | Hold |
7,410
| – | – | 0.13% | 59 |
|
|
2021
Q3 | $395K | Hold |
7,410
| – | – | 0.13% | 59 |
|
|
2021
Q2 | $396K | Hold |
7,410
| – | – | 0.14% | 56 |
|
|
2021
Q1 | $391K | Sell |
7,410
-165
| -2% | -$8.84K | 0.14% | 56 |
|
|
2020
Q4 | $413K | Buy |
7,575
+73
| +1% | +$3.97K | 0.14% | 52 |
|
|
2020
Q3 | $408K | Hold |
7,502
| – | – | 0.15% | 46 |
|
|
2020
Q2 | $408K | Hold |
7,502
| – | – | 0.17% | 43 |
|
|
2020
Q1 | $394K | Hold |
7,502
| – | – | 0.18% | 45 |
|
|
2019
Q4 | $391K | Buy |
7,502
+212
| +3% | +$11.1K | 0.15% | 49 |
|
|
2019
Q3 | $382K | Sell |
7,290
-400
| -5% | -$20.8K | 0.16% | 51 |
|
|
2019
Q2 | $397K | Buy |
7,690
+92
| +1% | +$4.67K | 0.17% | 47 |
|
|
2019
Q1 | $384K | Sell |
7,598
-62,276
| -89% | -$3.1M | 0.17% | 48 |
|
|
2018
Q4 | $3.44M | Buy |
69,874
+51,775
| +286% | +$2.52M | 1.63% | 12 |
|
|
2018
Q3 | $889K | Buy |
18,099
+11,939
| +194% | +$589K | 0.4% | 22 |
|
|
2018
Q2 | $304K | Buy |
6,160
+3,300
| +115% | +$163K | 0.15% | 57 |
|
|
2018
Q1 | $143K | Hold |
2,860
| – | – | 0.07% | 100 |
|
|
2017
Q4 | $145K | Hold |
2,860
| – | – | 0.09% | 100 |
|
|
2017
Q3 | $146K | Hold |
2,860
| – | – | 0.1% | 93 |
|
|
2017
Q2 | $145K | Hold |
2,860
| – | – | 0.1% | 91 |
|
|
2017
Q1 | $144K | Buy |
+2,860
| New | +$144K | 0.1% | 83 |
|
Other funds holding IUSB
Burt Wealth Advisors's IUSB Position: Q3 2025 in Review
Burt Wealth Advisors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q3 2025 at 16,450 shares worth $768K. The position accounts for 0.19% of the portfolio, ranked #58.
Burt Wealth Advisors first reported a position in IUSB in Q1 2017 and has held it in 35 quarters since. The position peaked at $3.44M in Q4 2018. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.
- Burt Wealth Advisors held 16,450 shares of iShares Core Universal USD Bond ETF worth $768K as of Q3 2025.
- Burt Wealth Advisors left its iShares Core Universal USD Bond ETF share count unchanged in Q3 2025.
- iShares Core Universal USD Bond ETF made up 0.19% of Burt Wealth Advisors's portfolio in Q3 2025, its #58 holding.
- Burt Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2017 and has held it in 35 quarters since.
- Burt Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $3.44M in Q4 2018.
- 751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.