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Kraft Davis & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kraft Davis & Associates’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 		– Sell
-8,792
Closed -$399K – 147
2025
Q1 		$399K Sell
8,792
-9,783
-53% -$446K 0.13% 82
2024
Q4 		$839K Sell
18,575
-64,224
-78% -$2.95M 0.24% 55
2024
Q3 		$3.79M Sell
82,799
-269
-0.3% -$12.5K 1.13% 24
2024
Q2 		$3.8M Sell
83,068
-307
-0.4% -$13.8K 1.15% 23
2024
Q1 		$3.75M Buy
83,375
+27,217
+48% +$1.24M 1.13% 27
2023
Q4 		$2.56M Buy
+56,158
New +$2.48M 0.77% 30

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Kraft Davis & Associates's IUSB Position: Q2 2025 in Review

Kraft Davis & Associates sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 8,792 shares — an estimated $399K sold.

Kraft Davis & Associates first reported a position in IUSB in Q4 2023 and held it in 6 quarters. The position peaked at $3.8M in Q2 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Kraft Davis & Associates reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Kraft Davis & Associates sold 8,792 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $399K.
  • Kraft Davis & Associates first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 6 quarters.
  • Kraft Davis & Associates's iShares Core Universal USD Bond ETF position peaked at $3.8M in Q2 2024.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Kraft Davis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.