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

Clark 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
-4,520
Closed -$208K – 201
2025
Q1 		$208K Buy
+4,520
New +$206K 0.03% 149

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LPL Financial
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Wells Fargo
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Clark Asset Management's IUSB Position: Q2 2025 in Review

Clark Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 4,520 shares — an estimated $208K sold.

Clark Asset Management first reported a position in IUSB in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Clark Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Clark Asset Management sold 4,520 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $208K.
  • Clark Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and held it in 1 quarter.
  • Clark Asset Management's iShares Core Universal USD Bond ETF position peaked at $208K in Q1 2025.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Clark Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.