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

Guerra 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 Q3	$1.77K	Buy	+38	New	+$1.76K	﹤0.01%	558

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Guerra Advisors's IUSB Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2025: 38 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings.

751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

Guerra Advisors held 38 shares of iShares Core Universal USD Bond ETF worth $1.77K as of Q3 2025.
iShares Core Universal USD Bond ETF was a new Guerra Advisors position in Q3 2025.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #558 holding.
751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.