Strategic Equity Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Strategic Equity 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	-7,765	Closed	-$351K	–	61
2024 Q4	$351K	Buy	7,765 +133	+2%	+$6.11K	0.15%	41
2024 Q3	$360K	Sell	7,632 -116	-1%	-$5.38K	0.17%	42
2024 Q2	$350K	Buy	7,748 +2,050	+36%	+$92.2K	0.23%	32
2024 Q1	$260K	Sell	5,698 -21,135	-79%	-$962K	0.22%	30
2023 Q4	$1.24M	Buy	+26,833	New	+$1.19M	1.39%	15

Other funds holding IUSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $20.9B AUM 19.34% 1-Year Est. Return

Strategic Equity Management's IUSB Position: Q1 2025 in Review

Strategic Equity Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 7,765 shares — an estimated $351K sold.

Strategic Equity Management first reported a position in IUSB in Q4 2023 and held it in 5 quarters. The position peaked at $1.24M in Q4 2023. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

Strategic Equity Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
Strategic Equity Management sold 7,765 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $351K.
Strategic Equity Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 5 quarters.
Strategic Equity Management's iShares Core Universal USD Bond ETF position peaked at $1.24M in Q4 2023.
730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Strategic Equity Management's 13F filing for Q1 2025, filed 15 Apr 2025.