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Edge Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Edge Financial 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 		$643K Hold
13,810
– – 0.27% 72
2025
Q3 		$645K Sell
13,810
-5
-0% -$231 0.29% 73
2025
Q2 		$636K Sell
13,815
-30
-0.2% -$1.37K 0.34% 53
2025
Q1 		$638K Buy
+13,845
New +$631K 0.4% 43

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Edge Financial Advisors's IUSB Position: Q4 2025 in Review

Edge Financial Advisors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q4 2025 at 13,810 shares worth $643K. The position accounts for 0.27% of the portfolio, ranked #72.

Edge Financial Advisors first reported a position in IUSB in Q1 2025 and has held it in 4 quarters since. The position peaked at $645K in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Edge Financial Advisors held 13,810 shares of iShares Core Universal USD Bond ETF worth $643K as of Q4 2025.
  • Edge Financial Advisors left its iShares Core Universal USD Bond ETF share count unchanged in Q4 2025.
  • iShares Core Universal USD Bond ETF made up 0.27% of Edge Financial Advisors's portfolio in Q4 2025, its #72 holding.
  • Edge Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Edge Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $645K in Q3 2025.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.