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

My Legacy 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
Q2 		$11.4M Sell
247,280
-8,155
-3% -$372K 4.04% 1
2025
Q1 		$11.8M Buy
255,435
+8,531
+3% +$389K 4.54% 1
2024
Q4 		$11.1M Sell
246,904
-15,889
-6% -$729K 4.32% 1
2024
Q3 		$12.4M Sell
262,793
-37,680
-13% -$1.75M 4.89% 1
2024
Q2 		$13.6M Buy
300,473
+35,792
+14% +$1.61M 4.34% 2
2024
Q1 		$12.1M Buy
264,681
+84,323
+47% +$3.84M 4.05% 2
2023
Q4 		$8.28M Buy
180,358
+6,204
+4% +$274K 2.99% 5
2023
Q3 		$7.42M Buy
174,154
+27,067
+18% +$1.21M 3.02% 4
2023
Q2 		$6.71M Buy
147,087
+92,347
+169% +$4.23M 2.64% 6
2023
Q1 		$2.53M Buy
54,740
+6,633
+14% +$304K 1.08% 19
2022
Q4 		$2.23M Buy
48,107
+25,475
+113% +$1.14M 0.95% 20
2022
Q3 		$989K Buy
22,632
+12,624
+126% +$589K 0.5% 59
2022
Q2 		$469K Buy
10,008
+5,803
+138% +$276K 0.23% 145
2022
Q1 		$209K Buy
+4,205
New +$214K 0.1% 175

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $18.1B AUM 15% 1-Year Est. Return

My Legacy Advisors's IUSB Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 3.2% in Q2 2025, selling an estimated $372K and leaving 247,280 shares worth $11.4M. The position accounts for 4.04% of the portfolio, ranked #1.

My Legacy Advisors first reported a position in IUSB in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.6M in Q2 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • My Legacy Advisors held 247,280 shares of iShares Core Universal USD Bond ETF worth $11.4M as of Q2 2025.
  • My Legacy Advisors sold 8,155 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $372K.
  • iShares Core Universal USD Bond ETF made up 4.04% of My Legacy Advisors's portfolio in Q2 2025, its #1 holding.
  • My Legacy Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's iShares Core Universal USD Bond ETF position peaked at $13.6M in Q2 2024.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.