FW
IUSB icon

FullCircle Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

FullCircle Wealth’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 		$3.32M Sell
71,218
-4,632
-6% -$214K 1.17% 15
2025
Q2 		$3.51M Sell
75,850
-1,575
-2% -$71.9K 1.31% 11
2025
Q1 		$3.56M Sell
77,425
-3,454
-4% -$157K 1.47% 11
2024
Q4 		$3.67M Sell
80,879
-2,881
-3% -$132K 1.5% 9
2024
Q3 		$3.84M Buy
83,760
+15,077
+22% +$700K 1.73% 9
2024
Q2 		$3.13M Buy
+68,683
New +$3.09M 1.53% 14

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.72T AUM 30.48% 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 $377B AUM 19.32% 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

FullCircle Wealth's IUSB Position: Q3 2025 in Review

FullCircle Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 6.1% in Q3 2025, selling an estimated $214K and leaving 71,218 shares worth $3.32M. The position accounts for 1.17% of the portfolio, ranked #15.

FullCircle Wealth first reported a position in IUSB in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.84M in Q3 2024. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • FullCircle Wealth held 71,218 shares of iShares Core Universal USD Bond ETF worth $3.32M as of Q3 2025.
  • FullCircle Wealth sold 4,632 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $214K.
  • iShares Core Universal USD Bond ETF made up 1.17% of FullCircle Wealth's portfolio in Q3 2025, its #15 holding.
  • FullCircle Wealth first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's iShares Core Universal USD Bond ETF position peaked at $3.84M in Q3 2024.
  • 751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.