Commonwealth Retirement Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Commonwealth Retirement Investments’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	-5,190	Closed	-$239K	–	113
2025 Q1	$239K	Hold	5,190	–	–	0.1%	90
2024 Q4	$235K	Hold	5,190	–	–	0.1%	94
2024 Q3	$245K	Sell	5,190 -162	-3%	-$7.52K	0.1%	86
2024 Q2	$242K	Hold	5,352	–	–	0.11%	85
2024 Q1	$244K	Buy	5,352 +840	+19%	+$38.2K	0.12%	74
2023 Q4	$208K	Buy	+4,512	New	+$199K	0.11%	80
2023 Q3	–	Sell	-4,547	Closed	-$207K	–	71
2023 Q2	$207K	Hold	4,547	–	–	0.12%	62
2023 Q1	$210K	Buy	+4,547	New	+$208K	0.12%	58

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Retirement Investments's IUSB Position: Q2 2025 in Review

Commonwealth Retirement Investments sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 5,190 shares — an estimated $239K sold.

Commonwealth Retirement Investments first reported a position in IUSB in Q1 2023 and held it in 8 quarters. The position peaked at $245K in Q3 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

Commonwealth Retirement Investments reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
Commonwealth Retirement Investments sold 5,190 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $239K.
Commonwealth Retirement Investments first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and held it in 8 quarters.
Commonwealth Retirement Investments's iShares Core Universal USD Bond ETF position peaked at $245K in Q3 2024.
738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2025, filed 5 Aug 2025.