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McAdam LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

McAdam LLC’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 		– Sell
-5,594
Closed -$259K – 402
2025
Q2 		$259K Sell
5,594
-554
-9% -$25.3K 0.01% 320
2025
Q1 		$283K Sell
6,148
-4,206
-41% -$192K 0.02% 269
2024
Q4 		$468K Buy
10,354
+230
+2% +$10.6K 0.03% 212
2024
Q3 		$477K Sell
10,124
-1,673
-14% -$77.6K 0.03% 202
2024
Q2 		$533K Buy
11,797
+227
+2% +$10.2K 0.03% 172
2024
Q1 		$527K Buy
11,570
+1,595
+16% +$72.6K 0.03% 166
2023
Q4 		$460K Buy
9,975
+894
+10% +$39.5K 0.03% 169
2023
Q3 		$397K Sell
9,081
-3
-0% -$134 0.03% 176
2023
Q2 		$413K Buy
9,084
+4,075
+81% +$186K 0.03% 173
2023
Q1 		$231K Buy
+5,009
New +$229K 0.02% 227

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

McAdam LLC's IUSB Position: Q3 2025 in Review

McAdam LLC sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 5,594 shares — an estimated $259K sold.

McAdam LLC first reported a position in IUSB in Q1 2023 and held it in 10 quarters. The position peaked at $533K in Q2 2024. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • McAdam LLC reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • McAdam LLC sold 5,594 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $259K.
  • McAdam LLC first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and held it in 10 quarters.
  • McAdam LLC's iShares Core Universal USD Bond ETF position peaked at $533K in Q2 2024.
  • 754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on McAdam LLC's 13F filing for Q3 2025, filed 29 Oct 2025.