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

SageView Advisory Group’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	$5.75M	Sell	123,487 -814	-0.7%	-$38K	0.19%	64
2025 Q3	$5.81M	Buy	124,301 +106,597	+602%	+$4.93M	0.2%	66
2025 Q2	$812K	Sell	17,704 -73	-0.4%	-$3.33K	0.03%	271
2025 Q1	$819K	Sell	17,777 -1,183	-6%	-$53.9K	0.03%	256
2024 Q4	$857K	Sell	18,960 -1,687	-8%	-$77.4K	0.04%	245
2024 Q3	$973K	Buy	+20,647	New	+$958K	0.05%	203
2024 Q2	–	Sell	-3,739	Closed	-$168K	–	227
2024 Q1	$438K	Buy	+3,739	New	+$170K	0.02%	352
2023 Q4	–	Sell	-35,180	Closed	-$1.55M	–	252
2023 Q3	$1.54M	Buy	35,180 +3,272	+10%	+$146K	0.09%	138
2023 Q2	$1.45M	Buy	31,908 +7,395	+30%	+$338K	0.08%	169
2023 Q1	$1.13M	Buy	24,513 +14,973	+157%	+$685K	0.07%	186
2022 Q4	$429K	Buy	+9,540	New	+$427K	0.03%	262

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 $176M 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

SageView Advisory Group's IUSB Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.65% in Q4 2025, selling an estimated $38K and leaving 123,487 shares worth $5.75M. The position accounts for 0.19% of the portfolio, ranked #64.

SageView Advisory Group first reported a position in IUSB in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.81M in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

SageView Advisory Group held 123,487 shares of iShares Core Universal USD Bond ETF worth $5.75M as of Q4 2025.
SageView Advisory Group sold 814 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $38K.
iShares Core Universal USD Bond ETF made up 0.19% of SageView Advisory Group's portfolio in Q4 2025, its #64 holding.
SageView Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's iShares Core Universal USD Bond ETF position peaked at $5.81M in Q3 2025.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.