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Optivise Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Optivise Advisory Services’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
-5,407
Closed -$250K – 221
2025
Q2 		$250K Hold
5,407
– – 0.13% 165
2025
Q1 		$249K Sell
5,407
-44,409
-89% -$2.02M 0.14% 152
2024
Q4 		$2.25M Sell
49,816
-2,546
-5% -$117K 1.21% 16
2024
Q3 		$2.47M Sell
52,362
-297
-0.6% -$13.8K 1.3% 14
2024
Q2 		$2.38M Buy
+52,659
New +$2.37M 1.29% 16

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Optivise Advisory Services's IUSB Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 5,407 shares — an estimated $250K sold.

Optivise Advisory Services first reported a position in IUSB in Q2 2024 and held it in 5 quarters. The position peaked at $2.47M in Q3 2024. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Optivise Advisory Services reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 5,407 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $250K.
  • Optivise Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and held it in 5 quarters.
  • Optivise Advisory Services's iShares Core Universal USD Bond ETF position peaked at $2.47M in Q3 2024.
  • 751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.