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

Pettinga Financial 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 		– Sell
-5,744
Closed -$265K – 136
2025
Q1 		$265K Sell
5,744
-13,589
-70% -$619K 0.06% 109
2024
Q4 		$874K Sell
19,333
-100,216
-84% -$4.6M 0.2% 59
2024
Q3 		$5.63M Buy
119,549
+102,650
+607% +$4.76M 1.33% 22
2024
Q2 		$764K Sell
16,899
-21,774
-56% -$979K 0.19% 62
2024
Q1 		$1.76M Buy
38,673
+12,237
+46% +$557K 0.45% 42
2023
Q4 		$1.22M Sell
26,436
-20,482
-44% -$905K 0.33% 51
2023
Q3 		$2.05M Sell
46,918
-137,172
-75% -$6.13M 0.62% 35
2023
Q2 		$8.37M Buy
184,090
+1,436
+0.8% +$65.7K 2.48% 13
2023
Q1 		$8.43M Buy
182,654
+64,756
+55% +$2.96M 2.63% 11
2022
Q4 		$5.3M Buy
117,898
+7,120
+6% +$318K 1.73% 17
2022
Q3 		$4.93M Buy
110,778
+22,219
+25% +$1.04M 1.69% 16
2022
Q2 		$4.15M Sell
88,559
-67,805
-43% -$3.22M 1.24% 23
2022
Q1 		$7.76M Buy
156,364
+57,612
+58% +$2.94M 1.94% 14
2021
Q4 		$5.23M Sell
98,752
-4,899
-5% -$260K 1.27% 23
2021
Q3 		$5.52M Sell
103,651
-60,343
-37% -$3.24M 1.41% 20
2021
Q2 		$8.77M Sell
163,994
-4,422
-3% -$235K 2.35% 14
2021
Q1 		$8.88M Buy
+168,416
New +$9.03M 2.59% 12

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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

Pettinga Financial Advisors's IUSB Position: Q2 2025 in Review

Pettinga Financial Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 5,744 shares — an estimated $265K sold.

Pettinga Financial Advisors first reported a position in IUSB in Q1 2021 and held it in 17 quarters. The position peaked at $8.88M in Q1 2021. 742 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Pettinga Financial Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Pettinga Financial Advisors sold 5,744 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $265K.
  • Pettinga Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 17 quarters.
  • Pettinga Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $8.88M in Q1 2021.
  • 742 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Pettinga Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.