First Horizon Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

First Horizon Advisors’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	$12.9M	Buy	279,155 +17,057	+7%	+$778K	0.34%	94
2025 Q1	$12.1M	Buy	262,098 +18,703	+8%	+$852K	0.34%	91
2024 Q4	$11M	Sell	243,395 -77,744	-24%	-$3.57M	0.31%	100
2024 Q3	$15.1M	Buy	321,139 +78,870	+33%	+$3.66M	0.42%	78
2024 Q2	$11M	Buy	242,269 +8,679	+4%	+$390K	0.33%	97
2024 Q1	$10.6M	Buy	233,590 +107,457	+85%	+$4.89M	0.33%	101
2023 Q4	$5.81M	Sell	126,133 -8,333	-6%	-$368K	0.19%	135
2023 Q3	$5.88M	Sell	134,466 -4,636	-3%	-$207K	0.21%	128
2023 Q2	$6.33M	Buy	139,102 +4,939	+4%	+$226K	0.22%	128
2023 Q1	$6.19M	Buy	134,163 +13,140	+11%	+$601K	0.22%	128
2022 Q4	$5.44M	Buy	121,023 +31,305	+35%	+$1.4M	0.2%	145
2022 Q3	$3.99M	Buy	89,718 +10,530	+13%	+$491K	0.16%	155
2022 Q2	$3.71M	Buy	+79,188	New	+$3.76M	0.13%	173
2022 Q1	–	Sell	-54,204	Closed	-$2.87M	–	2012
2021 Q4	$2.87M	Buy	54,204 +16,316	+43%	+$865K	0.09%	215
2021 Q3	$2.02M	Buy	37,888 +2,103	+6%	+$113K	0.07%	228
2021 Q2	$1.91M	Buy	35,785 +13,805	+63%	+$733K	0.1%	160
2021 Q1	$1.16M	Buy	+21,980	New	+$1.18M	0.07%	181

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

First Horizon Advisors's IUSB Position: Q2 2025 in Review

First Horizon Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6.5% in Q2 2025, buying an estimated $778K and bringing the position to 279,155 shares worth $12.9M. The position accounts for 0.34% of the portfolio, ranked #94.

First Horizon Advisors first reported a position in IUSB in Q1 2021 and has held it in 17 quarters since. The position peaked at $15.1M in Q3 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

First Horizon Advisors held 279,155 shares of iShares Core Universal USD Bond ETF worth $12.9M as of Q2 2025.
First Horizon Advisors bought 17,057 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $778K.
iShares Core Universal USD Bond ETF made up 0.34% of First Horizon Advisors's portfolio in Q2 2025, its #94 holding.
First Horizon Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 17 quarters since.
First Horizon Advisors's iShares Core Universal USD Bond ETF position peaked at $15.1M in Q3 2024.
738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.