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Spectrum Wealth Counsel’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Spectrum Wealth Counsel’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 		$20.8M Sell
450,995
-9,963
-2% -$454K 2.49% 7
2024
Q4 		$20.8M Sell
460,958
-46,908
-9% -$2.15M 2.45% 7
2024
Q3 		$23.9M Buy
507,866
+75,081
+17% +$3.48M 2.83% 6
2024
Q2 		$19.6M Buy
432,785
+111,997
+35% +$5.04M 2.48% 8
2024
Q1 		$14.6M Sell
320,788
-985
-0.3% -$44.8K 1.79% 10
2023
Q4 		$14.8M Buy
+321,773
New +$14.2M 2.05% 9

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $18.1B AUM 15% 1-Year Est. Return

Spectrum Wealth Counsel's IUSB Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.2% in Q1 2025, selling an estimated $454K and leaving 450,995 shares worth $20.8M. The position accounts for 2.49% of the portfolio, ranked #7.

Spectrum Wealth Counsel first reported a position in IUSB in Q4 2023 and has held it in 6 quarters since. The position peaked at $23.9M in Q3 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Spectrum Wealth Counsel held 450,995 shares of iShares Core Universal USD Bond ETF worth $20.8M as of Q1 2025.
  • Spectrum Wealth Counsel sold 9,963 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $454K.
  • iShares Core Universal USD Bond ETF made up 2.49% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #7 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares Core Universal USD Bond ETF position peaked at $23.9M in Q3 2024.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.