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Equita Financial Network’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Equita Financial Network’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
-8,718
Closed -$394K – 90
2024
Q4 		$394K Sell
8,718
-4,620
-35% -$212K 0.14% 61
2024
Q3 		$628K Buy
+13,338
New +$619K 0.23% 51

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Equita Financial Network's IUSB Position: Q1 2025 in Review

Equita Financial Network sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 8,718 shares — an estimated $394K sold.

Equita Financial Network first reported a position in IUSB in Q3 2024 and held it in 2 quarters. The position peaked at $628K in Q3 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Equita Financial Network reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Equita Financial Network sold 8,718 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $394K.
  • Equita Financial Network first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and held it in 2 quarters.
  • Equita Financial Network's iShares Core Universal USD Bond ETF position peaked at $628K in Q3 2024.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Equita Financial Network's 13F filing for Q1 2025, filed 28 Apr 2025.