SSWM
IUSB icon

Smith Salley Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Smith Salley Wealth Management’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
Q1 		– Sell
-244,507
Closed -$11.1M – 254
2024
Q4 		$11.1M Buy
244,507
+6,037
+3% +$277K 0.71% 41
2024
Q3 		$11.2M Buy
238,470
+9,763
+4% +$453K 0.73% 43
2024
Q2 		$10.3M Buy
228,707
+3,463
+2% +$156K 0.74% 42
2024
Q1 		$10.3M Sell
225,244
-28,252
-11% -$1.29M 0.8% 40
2023
Q4 		$11.7M Buy
253,496
+6,092
+2% +$269K 0.75% 41
2023
Q3 		$10.8M Buy
247,404
+5,506
+2% +$246K 0.8% 42
2023
Q2 		$11M Buy
241,898
+12,135
+5% +$555K 0.81% 40
2023
Q1 		$10.6M Buy
229,763
+10,772
+5% +$493K 0.84% 40
2022
Q4 		$9.84M Buy
218,991
+7,346
+3% +$329K 0.84% 40
2022
Q3 		$9.42M Buy
211,645
+8,027
+4% +$374K 0.88% 39
2022
Q2 		$9.53M Sell
203,618
-41,407
-17% -$1.97M 0.82% 42
2022
Q1 		$12.2M Buy
245,025
+38,444
+19% +$1.96M 0.92% 39
2021
Q4 		$10.9M Buy
206,581
+25,679
+14% +$1.36M 0.77% 43
2021
Q3 		$9.63M Buy
180,902
+47,072
+35% +$2.53M 0.76% 42
2021
Q2 		$7.16M Buy
133,830
+98,812
+282% +$5.25M 0.58% 48
2021
Q1 		$1.85M Buy
+35,018
New +$1.88M 0.17% 93

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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

Smith Salley Wealth Management's IUSB Position: Q1 2025 in Review

Smith Salley Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 244,507 shares — an estimated $11.1M sold.

Smith Salley Wealth Management first reported a position in IUSB in Q1 2021 and held it in 16 quarters. The position peaked at $12.2M in Q1 2022. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Smith Salley Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 244,507 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $11.1M.
  • Smith Salley Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 16 quarters.
  • Smith Salley Wealth Management's iShares Core Universal USD Bond ETF position peaked at $12.2M in Q1 2022.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Smith Salley Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.