Stephens Consulting’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stephens Consulting’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 Q4	$8.47K	Buy	+182	New	+$8.51K	﹤0.01%	247
2025 Q3	–	Sell	-3,636	Closed	-$168K	–	779
2025 Q2	$168K	Hold	3,636	–	–	0.04%	109
2025 Q1	$168K	Hold	3,636	–	–	0.04%	103
2024 Q4	$164K	Hold	3,636	–	–	0.04%	108
2024 Q3	$171K	Hold	3,636	–	–	0.04%	102
2024 Q2	$164K	Hold	3,636	–	–	0.05%	97
2024 Q1	$166K	Sell	3,636 -1,421	-28%	-$64.7K	0.05%	92
2023 Q4	$233K	Sell	5,057 -12	-0.2%	-$530	0.08%	72
2023 Q3	$222K	Sell	5,069 -47	-0.9%	-$2.1K	0.09%	72
2023 Q2	$233K	Sell	5,116 -394	-7%	-$18K	0.09%	72
2023 Q1	$254K	Sell	5,510 -356	-6%	-$16.3K	0.15%	67
2022 Q4	$264K	Buy	+5,866	New	+$262K	0.18%	61

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stephens Consulting's IUSB Position: Q4 2025 in Review

Stephens Consulting opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2025: 182 shares worth $8.47K. The stake represents ﹤0.01% of the portfolio and ranks #247 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in IUSB as recently as Q2 2025.

Stephens Consulting first reported a position in IUSB in Q4 2022 and has held it in 12 quarters since. The position peaked at $264K in Q4 2022. 843 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

Stephens Consulting held 182 shares of iShares Core Universal USD Bond ETF worth $8.47K as of Q4 2025.
iShares Core Universal USD Bond ETF was a new Stephens Consulting position in Q4 2025.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #247 holding.
Stephens Consulting first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 12 quarters since.
Stephens Consulting's iShares Core Universal USD Bond ETF position peaked at $264K in Q4 2022.
843 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.