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Richard P. Slaughter Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Richard P. Slaughter Associates’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 		– Sell
-11,147
Closed -$515K – 120
2025
Q2 		$515K Sell
11,147
-10,974
-50% -$501K 0.11% 82
2025
Q1 		$1.02M Hold
22,121
– – 0.24% 61
2024
Q4 		$1,000K Hold
22,121
– – 0.22% 91
2024
Q3 		$1.04M Sell
22,121
-1,041
-4% -$48.3K 0.24% 91
2024
Q2 		$1.05M Hold
23,162
– – 0.25% 92
2024
Q1 		$1.06M Buy
23,162
+595
+3% +$27.1K 0.25% 93
2023
Q4 		$1.04M Buy
+22,567
New +$997K 0.26% 102
2022
Q4 		– Sell
-5,928
Closed -$263K – 134
2022
Q3 		$263K Sell
5,928
-34,481
-85% -$1.61M 0.11% 118
2022
Q2 		$1.89M Buy
+40,409
New +$1.92M 0.83% 34

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Richard P. Slaughter Associates's IUSB Position: Q3 2025 in Review

Richard P. Slaughter Associates sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 11,147 shares — an estimated $515K sold.

Richard P. Slaughter Associates first reported a position in IUSB in Q2 2022 and held it in 9 quarters. The position peaked at $1.89M in Q2 2022. 753 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Richard P. Slaughter Associates reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 11,147 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $515K.
  • Richard P. Slaughter Associates first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and held it in 9 quarters.
  • Richard P. Slaughter Associates's iShares Core Universal USD Bond ETF position peaked at $1.89M in Q2 2022.
  • 753 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2025, filed 9 Oct 2025.