Lowe Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Lowe Wealth 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	$2.01K	Buy	+43	New	+$1.99K	﹤0.01%	337

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Lowe Wealth Advisors's IUSB Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2025: 43 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings.

754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

Lowe Wealth Advisors held 43 shares of iShares Core Universal USD Bond ETF worth $2.01K as of Q3 2025.
iShares Core Universal USD Bond ETF was a new Lowe Wealth Advisors position in Q3 2025.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #337 holding.
754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.