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Financial Advocates Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Financial Advocates Investment Management’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
Q3 		$4.74M Sell
101,424
-26,392
-21% -$1.22M 2.66% 6
2025
Q2 		$5.91M Buy
127,816
+85,759
+204% +$3.91M 0.48% 38
2025
Q1 		$2.71M Sell
42,057
-106,148
-72% -$4.84M 0.19% 127
2024
Q4 		$6.7M Buy
148,205
+107,609
+265% +$4.94M 0.38% 55
2024
Q3 		$2.03M Sell
40,596
-95,163
-70% -$4.42M 0.11% 182
2024
Q2 		$6.14M Buy
135,759
+82,397
+154% +$3.71M 0.38% 53
2024
Q1 		$2.43M Sell
53,362
-25,835
-33% -$1.18M 0.14% 161
2023
Q4 		$12M Buy
79,197
+31,723
+67% +$1.4M 0.79% 23
2023
Q3 		$9.46M Sell
47,474
-90,422
-66% -$4.04M 0.68% 26
2023
Q2 		$6.27M Buy
137,896
+4,827
+4% +$221K 0.45% 53
2023
Q1 		$6.14M Buy
133,069
+103,471
+350% +$4.74M 0.44% 46
2022
Q4 		$1.33M Buy
29,598
+16,833
+132% +$753K 0.1% 229
2022
Q3 		$555K Sell
12,765
-62,548
-83% -$2.92M 0.05% 388
2022
Q2 		$3.53M Buy
75,313
+4,659
+7% +$221K 0.29% 92
2022
Q1 		$3.51M Buy
70,654
+61,545
+676% +$3.14M 0.23% 107
2021
Q4 		$465K Sell
9,109
-43,829
-83% -$2.32M 0.03% 503
2021
Q3 		$2.82M Buy
52,938
+6,771
+15% +$364K 0.19% 130
2021
Q2 		$2.47M Buy
46,167
+40,282
+684% +$2.14M 0.17% 150
2021
Q1 		$310K Buy
5,885
+2,601
+79% +$139K 0.02% 596
2020
Q4 		$208K Sell
3,284
-1,225
-27% -$66.5K 0.01% 675
2020
Q3 		$245K Buy
+4,509
New +$246K 0.02% 525
2018
Q4 		– Sell
-6,329
Closed -$311K – 467
2018
Q3 		$311K Sell
6,329
-353
-5% -$17.4K 0.03% 381
2018
Q2 		$329K Buy
6,682
+2,470
+59% +$122K 0.04% 348
2018
Q1 		$210K Sell
4,212
-249
-6% -$12.5K 0.03% 450
2017
Q4 		$227K Buy
+4,461
New +$227K 0.03% 425

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Advocates Investment Management's IUSB Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 21% in Q3 2025, selling an estimated $1.22M and leaving 101,424 shares worth $4.74M. The position accounts for 2.66% of the portfolio, ranked #6.

Financial Advocates Investment Management first reported a position in IUSB in Q4 2017 and has held it in 25 quarters since. The position peaked at $12M in Q4 2023. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Financial Advocates Investment Management held 101,424 shares of iShares Core Universal USD Bond ETF worth $4.74M as of Q3 2025.
  • Financial Advocates Investment Management sold 26,392 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $1.22M.
  • iShares Core Universal USD Bond ETF made up 2.66% of Financial Advocates Investment Management's portfolio in Q3 2025, its #6 holding.
  • Financial Advocates Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 25 quarters since.
  • Financial Advocates Investment Management's iShares Core Universal USD Bond ETF position peaked at $12M in Q4 2023.
  • 751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.