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Stratos Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stratos 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
Q1 		– Sell
-319,990
Closed -$14.5M – 707
2024
Q4 		$14.5M Sell
319,990
-14,936
-4% -$686K 0.69% 32
2024
Q3 		$15.8M Buy
334,926
+73,570
+28% +$3.41M 0.72% 27
2024
Q2 		$11.8M Buy
261,356
+7,795
+3% +$351K 0.58% 42
2024
Q1 		$11.6M Buy
253,561
+79,622
+46% +$3.62M 0.69% 28
2023
Q4 		$8.01M Sell
173,939
-26,091
-13% -$1.15M 0.46% 42
2023
Q3 		$8.74M Buy
200,030
+34,235
+21% +$1.53M 0.58% 30
2023
Q2 		$7.54M Buy
165,795
+44,926
+37% +$2.06M 0.53% 31
2023
Q1 		$5.58M Buy
120,869
+26,480
+28% +$1.21M 0.43% 57
2022
Q4 		$4.24M Sell
94,389
-709
-0.7% -$31.7K 0.35% 77
2022
Q3 		$4.23M Sell
95,098
-54,757
-37% -$2.55M 0.45% 55
2022
Q2 		$7.02M Sell
149,855
-76,479
-34% -$3.63M 0.64% 26
2022
Q1 		$11.2M Buy
226,334
+30,097
+15% +$1.53M 0.91% 16
2021
Q4 		$10.4M Buy
196,237
+60,490
+45% +$3.21M 0.75% 19
2021
Q3 		$7.23M Buy
135,747
+24,312
+22% +$1.31M 0.62% 34
2021
Q2 		$5.96M Buy
111,435
+91,021
+446% +$4.83M 0.53% 38
2021
Q1 		$1.08M Buy
20,414
+16,595
+435% +$889K 0.11% 202
2020
Q4 		$208K Buy
+3,819
New +$207K 0.03% 381
2020
Q2 		– Sell
-50
Closed -$3K – 315
2020
Q1 		$3K Buy
+50
New +$2.63K ﹤0.01% 273

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 $20.9B AUM 19.34% 1-Year Est. Return

Stratos Wealth Advisors's IUSB Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 319,990 shares — an estimated $14.5M sold.

Stratos Wealth Advisors first reported a position in IUSB in Q1 2020 and held it in 18 quarters. The position peaked at $15.8M in Q3 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 319,990 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $14.5M.
  • Stratos Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and held it in 18 quarters.
  • Stratos Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $15.8M in Q3 2024.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.