Financial Counselors Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Financial Counselors Inc’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	–	Sell	-6,670	Closed	-$307K	–	271
2025 Q1	$307K	Sell	6,670 -595	-8%	-$27.1K	﹤0.01%	499
2024 Q4	$328K	Sell	7,265 -1,910	-21%	-$87.7K	﹤0.01%	482
2024 Q3	$432K	Buy	+9,175	New	+$426K	0.01%	453
2024 Q2	–	Sell	-13,379	Closed	-$610K	–	572
2024 Q1	$610K	Buy	13,379 +316	+2%	+$14.4K	0.01%	386
2023 Q4	$602K	Sell	13,063 -5,687	-30%	-$251K	0.01%	377
2023 Q3	$820K	Buy	+18,750	New	+$838K	0.02%	334

Other funds holding IUSB

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

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

BlackRock New York $5.72T AUM 30.48% 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 $20.9B AUM 19.34% 1-Year Est. Return

Financial Counselors Inc's IUSB Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 6,670 shares — an estimated $307K sold.

Financial Counselors Inc first reported a position in IUSB in Q3 2023 and held it in 6 quarters. The position peaked at $820K in Q3 2023. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

Financial Counselors Inc reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 6,670 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $307K.
Financial Counselors Inc first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and held it in 6 quarters.
Financial Counselors Inc's iShares Core Universal USD Bond ETF position peaked at $820K in Q3 2023.
738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.