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Laurel Wealth Advisors (North Carolina)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-43
Closed -$1.94K – 719
2024
Q4 		$1.94K Hold
43
– – ﹤0.01% 627
2024
Q3 		$2.03K Buy
+43
New +$2K ﹤0.01% 587

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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

Laurel Wealth Advisors (North Carolina)'s IUSB Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 43 shares — an estimated $1.94K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IUSB in Q3 2024 and held it in 2 quarters. The position peaked at $2.03K in Q3 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 43 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $1.94K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares Core Universal USD Bond ETF position peaked at $2.03K in Q3 2024.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.