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

Heritage Wealth Partners’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 Q1	$1.01M	Buy	+21,948	New	+$1M	1.54%	17

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Heritage Wealth Partners's IUSB Position: Q1 2025 in Review

Heritage Wealth Partners opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q1 2025: 21,948 shares worth $1.01M. The stake represents 1.54% of the portfolio and ranks #17 among its holdings.

734 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

Heritage Wealth Partners held 21,948 shares of iShares Core Universal USD Bond ETF worth $1.01M as of Q1 2025.
iShares Core Universal USD Bond ETF was a new Heritage Wealth Partners position in Q1 2025.
iShares Core Universal USD Bond ETF made up 1.54% of Heritage Wealth Partners's portfolio in Q1 2025, its #17 holding.
734 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.