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Lion Street Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Lion Street 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
Q3 		$210K Sell
3,957
-31,728
-89% -$1.47M 0.07% 214
2025
Q2 		$1.65M Buy
35,685
+10,415
+41% +$475K 0.5% 40
2025
Q1 		$1.16M Buy
25,270
+7,552
+43% +$344K 0.37% 58
2024
Q4 		$801K Buy
17,718
+3,805
+27% +$175K 0.26% 88
2024
Q3 		$656K Buy
13,913
+4,298
+45% +$199K 0.23% 101
2024
Q2 		$435K Buy
9,615
+2,365
+33% +$106K 0.16% 138
2024
Q1 		$334K Hold
7,250
– – 0.14% 163
2023
Q4 		$334K Sell
7,250
-378
-5% -$16.7K 0.14% 163
2023
Q3 		$333K Buy
7,628
+3,590
+89% +$160K 0.11% 162
2023
Q2 		$215K Sell
4,038
-3,333
-45% -$153K 0.07% 226
2023
Q1 		$340K Buy
+7,371
New +$337K 0.11% 158

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lion Street Advisors's IUSB Position: Q3 2025 in Review

Lion Street Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 89% in Q3 2025, selling an estimated $1.47M and leaving 3,957 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #214.

Lion Street Advisors first reported a position in IUSB in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q2 2025. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Lion Street Advisors held 3,957 shares of iShares Core Universal USD Bond ETF worth $210K as of Q3 2025.
  • Lion Street Advisors sold 31,728 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $1.47M.
  • iShares Core Universal USD Bond ETF made up 0.07% of Lion Street Advisors's portfolio in Q3 2025, its #214 holding.
  • Lion Street Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 11 quarters since.
  • Lion Street Advisors's iShares Core Universal USD Bond ETF position peaked at $1.65M in Q2 2025.
  • 754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.