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Elios Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Elios Financial Group’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 		$1.71M Sell
36,956
-12,572
-25% -$574K 0.77% 32
2025
Q1 		$2.28M Sell
49,528
-214
-0.4% -$9.75K 1.13% 21
2024
Q4 		$2.25M Sell
49,742
-636
-1% -$29.2K 1.06% 23
2024
Q3 		$2.37M Buy
+50,378
New +$2.34M 1.1% 25

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Elios Financial Group's IUSB Position: Q2 2025 in Review

Elios Financial Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 25% in Q2 2025, selling an estimated $574K and leaving 36,956 shares worth $1.71M. The position accounts for 0.77% of the portfolio, ranked #32.

Elios Financial Group first reported a position in IUSB in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.37M in Q3 2024. 743 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Elios Financial Group held 36,956 shares of iShares Core Universal USD Bond ETF worth $1.71M as of Q2 2025.
  • Elios Financial Group sold 12,572 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $574K.
  • iShares Core Universal USD Bond ETF made up 0.77% of Elios Financial Group's portfolio in Q2 2025, its #32 holding.
  • Elios Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's iShares Core Universal USD Bond ETF position peaked at $2.37M in Q3 2024.
  • 743 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.