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

Pineridge 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
Q3 		$7.88K Buy
169
+2
+1% +$92 ﹤0.01% 224
2025
Q2 		$7.71K Buy
167
+2
+1% +$91 ﹤0.01% 249
2025
Q1 		$7.61K Buy
165
+1
+0.6% +$46 ﹤0.01% 268
2024
Q4 		$7.41K Buy
164
+2
+1% +$92 ﹤0.01% 337
2024
Q3 		$7.62K Buy
162
+1
+0.6% +$46 ﹤0.01% 305
2024
Q2 		$7.29K Sell
161
-448
-74% -$20.1K ﹤0.01% 324
2024
Q1 		$27.8K Hold
609
– – 0.01% 190
2023
Q4 		$28.1K Buy
+609
New +$26.9K 0.01% 229

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

Pineridge Advisors's IUSB Position: Q3 2025 in Review

Pineridge Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.2% in Q3 2025, buying an estimated $92 and bringing the position to 169 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Pineridge Advisors first reported a position in IUSB in Q4 2023 and has held it in 8 quarters since. The position peaked at $28.1K in Q4 2023. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Pineridge Advisors held 169 shares of iShares Core Universal USD Bond ETF worth $7.88K as of Q3 2025.
  • Pineridge Advisors bought 2 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $92.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #224 holding.
  • Pineridge Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's iShares Core Universal USD Bond ETF position peaked at $28.1K in Q4 2023.
  • 751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.