Semmax Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Semmax Financial 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	$1.1M	Sell	23,927 -3,944	-14%	-$180K	0.28%	90
2025 Q1	$1.27M	Buy	27,871 +789	+3%	+$36K	0.34%	85
2024 Q4	$1.23M	Sell	27,082 -5,827	-18%	-$267K	0.33%	85
2024 Q3	$1.5M	Buy	32,909 +8,308	+34%	+$386K	0.41%	78
2024 Q2	$1.14M	Buy	24,601 +1,984	+9%	+$89.2K	0.34%	80
2024 Q1	$1.02M	Buy	22,617 +11,684	+107%	+$532K	0.33%	74
2023 Q4	$492K	Buy	10,933 +10,112	+1,232%	+$447K	0.18%	93
2023 Q3	$35.8K	Buy	+821	New	+$36.7K	0.01%	136

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Semmax Financial Advisors's IUSB Position: Q2 2025 in Review

Semmax Financial Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 14% in Q2 2025, selling an estimated $180K and leaving 23,927 shares worth $1.1M. The position accounts for 0.28% of the portfolio, ranked #90.

Semmax Financial Advisors first reported a position in IUSB in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.5M in Q3 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

Semmax Financial Advisors held 23,927 shares of iShares Core Universal USD Bond ETF worth $1.1M as of Q2 2025.
Semmax Financial Advisors sold 3,944 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $180K.
iShares Core Universal USD Bond ETF made up 0.28% of Semmax Financial Advisors's portfolio in Q2 2025, its #90 holding.
Semmax Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 8 quarters since.
Semmax Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $1.5M in Q3 2024.
738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.