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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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. 844 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.
844 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.