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

Element Wealth’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 Q1	–	Sell	-2,500	Closed	-$113K	–	226
2024 Q4	$113K	Sell	2,500 -1,250	-33%	-$57.4K	0.06%	175
2024 Q3	$177K	Buy	3,750 +107	+3%	+$4.96K	0.09%	155
2024 Q2	$165K	Buy	3,643 +29	+0.8%	+$1.3K	0.09%	147
2024 Q1	$165K	Buy	3,614 +3,099	+602%	+$141K	0.1%	146
2023 Q4	$23.7K	Hold	515	–	–	0.01%	196
2023 Q3	$22.5K	Hold	515	–	–	0.02%	192
2023 Q2	$23.4K	Buy	+515	New	+$23.6K	0.02%	190
2023 Q1	–	Sell	-63	Closed	-$2.83K	–	210
2022 Q4	$2.83K	Hold	63	–	–	﹤0.01%	186
2022 Q3	$3K	Hold	63	–	–	﹤0.01%	182
2022 Q2	$3K	Buy	+63	New	+$2.99K	﹤0.01%	174

Other funds holding IUSB

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $18.1B AUM 15% 1-Year Est. Return

Element Wealth's IUSB Position: Q1 2025 in Review

Element Wealth sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 2,500 shares — an estimated $113K sold.

Element Wealth first reported a position in IUSB in Q2 2022 and held it in 10 quarters. The position peaked at $177K in Q3 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

Element Wealth reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 2,500 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $113K.
Element Wealth first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and held it in 10 quarters.
Element Wealth's iShares Core Universal USD Bond ETF position peaked at $177K in Q3 2024.
730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.