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

Mosaic 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
-5,345
Closed -$242K – 17
2024
Q4 		$242K Buy
+5,345
New +$245K 0.28% 15

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mosaic Advisors's IUSB Position: Q1 2025 in Review

Mosaic Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 5,345 shares — an estimated $242K sold.

Mosaic Advisors first reported a position in IUSB in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 731 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Mosaic Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Mosaic Advisors sold 5,345 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $242K.
  • Mosaic Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and held it in 1 quarter.
  • Mosaic Advisors's iShares Core Universal USD Bond ETF position peaked at $242K in Q4 2024.
  • 731 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Mosaic Advisors's 13F filing for Q1 2025, filed 5 May 2025.