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Retirement Planning Group (Kansas)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Retirement Planning Group (Kansas)’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 		– Sell
-8,319
Closed -$376K – 307
2024
Q4 		$376K Buy
+8,319
New +$382K 0.02% 204

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Jones Financial Companies
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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

Retirement Planning Group (Kansas)'s IUSB Position: Q1 2025 in Review

Retirement Planning Group (Kansas) sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 8,319 shares — an estimated $376K sold.

Retirement Planning Group (Kansas) first reported a position in IUSB in Q4 2024 and held it in 1 quarter. The position peaked at $376K in Q4 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Retirement Planning Group (Kansas) reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 8,319 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $376K.
  • Retirement Planning Group (Kansas) first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s iShares Core Universal USD Bond ETF position peaked at $376K in Q4 2024.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2025, filed 10 Apr 2025.