Larson Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Larson Financial Group’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 Q4	–	Sell	-101	Closed	-$4.72K	–	3572
2025 Q3	$4.72K	Buy	+101	New	+$4.67K	﹤0.01%	2375
2025 Q2	–	Sell	-47	Closed	-$2.17K	–	3393
2025 Q1	$2.17K	Sell	47 -5	-10%	-$228	﹤0.01%	2147
2024 Q4	$2.35K	Buy	+52	New	+$2.39K	﹤0.01%	1845
2023 Q4	–	Sell	-38	Closed	-$1.66K	–	1861
2023 Q3	$1.66K	Hold	38	–	–	﹤0.01%	1394
2023 Q2	$1.73K	Hold	38	–	–	﹤0.01%	1288
2023 Q1	$1.75K	Hold	38	–	–	﹤0.01%	1267
2022 Q4	$1.71K	Hold	38	–	–	﹤0.01%	1220
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	1120
2022 Q2	$2K	Hold	38	–	–	﹤0.01%	1036
2022 Q1	$2K	Hold	38	–	–	﹤0.01%	920
2021 Q4	$2K	Buy	+38	New	+$2.02K	﹤0.01%	956

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

Align Financial Hermantown, Minnesota $176M AUM

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

Larson Financial Group's IUSB Position: Q4 2025 in Review

Larson Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 101 shares — an estimated $4.72K sold.

Larson Financial Group first reported a position in IUSB in Q4 2021 and held it in 11 quarters. The position peaked at $4.72K in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

Larson Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
Larson Financial Group sold 101 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $4.72K.
Larson Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 11 quarters.
Larson Financial Group's iShares Core Universal USD Bond ETF position peaked at $4.72K in Q3 2025.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.