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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-12,685
Closed -$586K – 205
2025
Q2 		$586K Sell
12,685
-62
-0.5% -$2.83K 0.01% 178
2025
Q1 		$587K Sell
12,747
-54,702
-81% -$2.49M 0.01% 169
2024
Q4 		$3.05M Buy
67,449
+10,418
+18% +$478K 0.06% 88
2024
Q3 		$2.69M Sell
57,031
-6,722
-11% -$312K 0.06% 97
2024
Q2 		$2.88M Sell
63,753
-6,162
-9% -$277K 0.06% 83
2024
Q1 		$3.19M Sell
69,915
-22,311
-24% -$1.02M 0.07% 78
2023
Q4 		$4.25M Buy
92,226
+70,232
+319% +$3.1M 0.11% 72
2023
Q3 		$961K Sell
21,994
-1,168
-5% -$52.2K 0.03% 127
2023
Q2 		$1.05M Sell
23,162
-12,145
-34% -$556K 0.03% 127
2023
Q1 		$1.63M Buy
+35,307
New +$1.62M 0.05% 115

Other funds holding IUSB

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

CLA (CliftonLarsonAllen) Wealth Advisors's IUSB Position: Q3 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 12,685 shares — an estimated $586K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IUSB in Q1 2023 and held it in 10 quarters. The position peaked at $4.25M in Q4 2023. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 12,685 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $586K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and held it in 10 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $4.25M in Q4 2023.
  • 754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.