Siligmueller & Norvid Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	$1.59M	Buy	+33,998	New	+$1.57M	0.71%	39

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IUSB Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2025: 33,998 shares worth $1.59M. The stake represents 0.71% of the portfolio and ranks #39 among its holdings.

751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 33,998 shares of iShares Core Universal USD Bond ETF worth $1.59M as of Q3 2025.
iShares Core Universal USD Bond ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares Core Universal USD Bond ETF made up 0.71% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #39 holding.
751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.