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

LVW 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 Q1	–	Sell	-219,508	Closed	-$9.92M	–	309
2024 Q4	$9.92M	Buy	219,508 +6,358	+3%	+$292K	1.19%	16
2024 Q3	$10M	Buy	213,150 +51,267	+32%	+$2.38M	1.28%	15
2024 Q2	$7.32M	Buy	161,883 +1,614	+1%	+$72.6K	1.07%	14
2024 Q1	$7.31M	Buy	160,269 +12,303	+8%	+$560K	1.24%	11
2023 Q4	$6.82M	Sell	147,966 -1,460	-1%	-$64.5K	1.28%	10
2023 Q3	$6.53M	Buy	149,426 +4,182	+3%	+$187K	1.35%	11
2023 Q2	$6.6M	Buy	145,244 +2,178	+2%	+$99.7K	1.27%	13
2023 Q1	$6.6M	Buy	143,066 +29,859	+26%	+$1.37M	1.29%	11
2022 Q4	$5.09M	Buy	+113,207	New	+$5.06M	1.03%	19

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVW Advisors's IUSB Position: Q1 2025 in Review

LVW Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 219,508 shares — an estimated $9.92M sold.

LVW Advisors first reported a position in IUSB in Q4 2022 and held it in 9 quarters. The position peaked at $10M in Q3 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

LVW Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
LVW Advisors sold 219,508 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $9.92M.
LVW Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 9 quarters.
LVW Advisors's iShares Core Universal USD Bond ETF position peaked at $10M in Q3 2024.
730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on LVW Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.