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LGT Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

LGT Financial Advisors’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
-26,333
Closed -$1.23M – 313
2025
Q3 		$1.23M Buy
26,333
+25,244
+2,318% +$1.17M 2.65% 9
2025
Q2 		$50.4K Sell
1,089
-61
-5% -$2.78K 0.13% 98
2025
Q1 		$53K Sell
1,150
-5
-0.4% -$228 0.16% 100
2024
Q4 		$52.2K Sell
1,155
-266
-19% -$12.2K 0.12% 140
2024
Q3 		$67K Buy
1,421
+219
+18% +$10.2K 0.17% 99
2024
Q2 		$54.3K Sell
1,202
-26
-2% -$1.17K 0.11% 153
2024
Q1 		$56K Buy
1,228
+1,015
+477% +$46.2K 0.07% 220
2023
Q4 		$9.83K Buy
+213
New +$9.41K 0.01% 492
2023
Q3 		– Sell
-637
Closed -$29K – 939
2023
Q2 		$29K Buy
+637
New +$29.1K 0.03% 176
2023
Q1 		– Sell
-3,859
Closed -$173K – 141
2022
Q4 		$173K Buy
+3,859
New +$173K 0.2% 105

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
AF
Align Financial Hermantown, Minnesota $202M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

LGT Financial Advisors's IUSB Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 26,333 shares — an estimated $1.23M sold.

LGT Financial Advisors first reported a position in IUSB in Q4 2022 and held it in 10 quarters. The position peaked at $1.23M in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 26,333 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $1.23M.
  • LGT Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 10 quarters.
  • LGT Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $1.23M in Q3 2025.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.