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Clearview Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Clearview 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
Q4 		$2.13M Sell
45,770
-11,054
-19% -$517K 1.35% 17
2025
Q3 		$2.65M Buy
56,824
+1,214
+2% +$56.1K 1.7% 15
2025
Q2 		$2.57M Sell
55,610
-11,467
-17% -$523K 1.79% 14
2025
Q1 		$3.09M Sell
67,077
-20,767
-24% -$946K 2.31% 9
2024
Q4 		$3.97M Buy
87,844
+10,265
+13% +$471K 3.02% 7
2024
Q3 		$3.66M Buy
77,579
+6,929
+10% +$322K 2.82% 8
2024
Q2 		$3.19M Sell
70,650
-46,993
-40% -$2.11M 2.79% 8
2024
Q1 		$5.36M Buy
117,643
+88,711
+307% +$4.04M 5.47% 2
2023
Q4 		$1.33M Buy
28,932
+731
+3% +$32.3K 1.55% 15
2023
Q3 		$1.23M Sell
28,201
-595
-2% -$26.6K 1.53% 12
2023
Q2 		$1.31M Sell
28,796
-1,660
-5% -$76K 1.33% 15
2023
Q1 		$1.41M Sell
30,456
-59,114
-66% -$2.71M 1.42% 12
2022
Q4 		$4.02M Sell
89,570
-3,186
-3% -$143K 3.11% 5
2022
Q3 		$4.13M Sell
92,756
-2,378
-2% -$111K 3.27% 6
2022
Q2 		$4.45M Sell
95,134
-15,400
-14% -$732K 3.34% 7
2022
Q1 		$5.49M Buy
110,534
+22,704
+26% +$1.16M 3.6% 6
2021
Q4 		$4.65M Buy
87,830
+30,312
+53% +$1.61M 2.83% 8
2021
Q3 		$3.06M Buy
57,518
+2,537
+5% +$136K 1.94% 10
2021
Q2 		$2.94M Buy
+54,981
New +$2.92M 1.82% 9

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

Clearview Wealth Advisors's IUSB Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 19% in Q4 2025, selling an estimated $517K and leaving 45,770 shares worth $2.13M. The position accounts for 1.35% of the portfolio, ranked #17.

Clearview Wealth Advisors first reported a position in IUSB in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.49M in Q1 2022. 843 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Clearview Wealth Advisors held 45,770 shares of iShares Core Universal USD Bond ETF worth $2.13M as of Q4 2025.
  • Clearview Wealth Advisors sold 11,054 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $517K.
  • iShares Core Universal USD Bond ETF made up 1.35% of Clearview Wealth Advisors's portfolio in Q4 2025, its #17 holding.
  • Clearview Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Clearview Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $5.49M in Q1 2022.
  • 843 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.