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Sand Hill Global Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sand Hill Global 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
Q2 		– Sell
-6,570
Closed -$303K – 212
2025
Q1 		$303K Buy
+6,570
New +$299K 0.01% 166

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BlackRock
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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

Sand Hill Global Advisors's IUSB Position: Q2 2025 in Review

Sand Hill Global Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 6,570 shares — an estimated $303K sold.

Sand Hill Global Advisors first reported a position in IUSB in Q1 2025 and held it in 1 quarter. The position peaked at $303K in Q1 2025. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Sand Hill Global Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sand Hill Global Advisors sold 6,570 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $303K.
  • Sand Hill Global Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and held it in 1 quarter.
  • Sand Hill Global Advisors's iShares Core Universal USD Bond ETF position peaked at $303K in Q1 2025.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Sand Hill Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.