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Orion Portfolio Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Orion Portfolio Solutions’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 		$27.3M Buy
592,919
+15,547
+3% +$709K 0.27% 69
2024
Q4 		$26.1M Sell
577,372
-248,533
-30% -$11.4M 0.26% 66
2024
Q3 		$38.9M Buy
825,905
+4,603
+0.6% +$214K 0.39% 39
2024
Q2 		$37.1M Buy
821,302
+16,122
+2% +$725K 0.39% 39
2024
Q1 		$36.7M Buy
805,180
+213,723
+36% +$9.73M 0.39% 40
2023
Q4 		$27.1M Sell
591,457
-16,666
-3% -$737K 0.31% 56
2023
Q3 		$26.6M Sell
608,123
-131,092
-18% -$5.86M 0.32% 55
2023
Q2 		$33.6M Buy
739,215
+49,620
+7% +$2.27M 0.36% 46
2023
Q1 		$31.8M Buy
689,595
+323,362
+88% +$14.8M 0.39% 40
2022
Q4 		$16.5M Buy
366,233
+93,747
+34% +$4.19M 0.58% 27
2022
Q3 		$12.1M Buy
272,486
+44,726
+20% +$2.09M 0.48% 29
2022
Q2 		$10.7M Buy
227,760
+73,994
+48% +$3.52M 0.43% 35
2022
Q1 		$7.63M Buy
153,766
+70,416
+84% +$3.59M 0.27% 60
2021
Q4 		$4.41M Buy
83,350
+13,809
+20% +$732K 0.15% 97
2021
Q3 		$3.7M Buy
69,541
+52,783
+315% +$2.84M 0.14% 100
2021
Q2 		$896K Buy
16,758
+8,411
+101% +$447K 0.04% 249
2021
Q1 		$440K Buy
+8,347
New +$447K 0.02% 341
2020
Q3 		– Sell
-14
Closed -$1K – 1243
2020
Q2 		$1K Sell
14
-78
-85% -$4.18K ﹤0.01% 2005
2020
Q1 		$5K Buy
+92
New +$4.83K ﹤0.01% 1299

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $20.9B AUM 19.34% 1-Year Est. Return

Orion Portfolio Solutions's IUSB Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.7% in Q1 2025, buying an estimated $709K and bringing the position to 592,919 shares worth $27.3M. The position accounts for 0.27% of the portfolio, ranked #69.

Orion Portfolio Solutions first reported a position in IUSB in Q1 2020 and has held it in 19 quarters since. The position peaked at $38.9M in Q3 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Orion Portfolio Solutions held 592,919 shares of iShares Core Universal USD Bond ETF worth $27.3M as of Q1 2025.
  • Orion Portfolio Solutions bought 15,547 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $709K.
  • iShares Core Universal USD Bond ETF made up 0.27% of Orion Portfolio Solutions's portfolio in Q1 2025, its #69 holding.
  • Orion Portfolio Solutions first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • Orion Portfolio Solutions's iShares Core Universal USD Bond ETF position peaked at $38.9M in Q3 2024.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.