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

Ransom Advisory’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 Q4	$57K	Buy	+1,225	New	+$57.3K	0.02%	205

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ransom Advisory's IUSB Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2025: 1,225 shares worth $57K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings.

840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

Ransom Advisory held 1,225 shares of iShares Core Universal USD Bond ETF worth $57K as of Q4 2025.
iShares Core Universal USD Bond ETF was a new Ransom Advisory position in Q4 2025.
iShares Core Universal USD Bond ETF made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #205 holding.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.