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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 $374B AUM 17.66% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return