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Horan Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Horan Securities’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 		$247K Buy
5,351
+110
+2% +$5.02K 0.09% 123
2025
Q1 		$242K Buy
+5,241
New +$239K 0.09% 112

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Horan Securities's IUSB Position: Q2 2025 in Review

Horan Securities increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.1% in Q2 2025, buying an estimated $5.02K and bringing the position to 5,351 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #123.

Horan Securities first reported a position in IUSB in Q1 2025 and has held it in 2 quarters since. 742 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Horan Securities held 5,351 shares of iShares Core Universal USD Bond ETF worth $247K as of Q2 2025.
  • Horan Securities bought 110 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $5.02K.
  • iShares Core Universal USD Bond ETF made up 0.09% of Horan Securities's portfolio in Q2 2025, its #123 holding.
  • Horan Securities first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.