MAWAG
IUSB icon

Mid-American Wealth Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mid-American Wealth Advisory Group’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
-220
Closed -$10.2K – 172
2025
Q2 		$10.2K Buy
+220
New +$10K ﹤0.01% 170

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Mid-American Wealth Advisory Group's IUSB Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 220 shares — an estimated $10.2K sold.

Mid-American Wealth Advisory Group first reported a position in IUSB in Q2 2025 and held it in 1 quarter. The position peaked at $10.2K in Q2 2025. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 220 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $10.2K.
  • Mid-American Wealth Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's iShares Core Universal USD Bond ETF position peaked at $10.2K in Q2 2025.
  • 754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.