Strengthening Families & Communities LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Strengthening Families & Communities LLC’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 Q3	–	Sell	-167	Closed	-$7.72K	–	719
2025 Q2	$7.72K	Buy	+167	New	+$7.62K	﹤0.01%	241
2022 Q4	$9K	Hold	211	–	–	0.01%	242
2022 Q3	$9K	Hold	211	–	–	﹤0.01%	355
2022 Q2	$10K	Hold	211	–	–	0.01%	230
2022 Q1	$10K	Hold	211	–	–	0.01%	229
2021 Q4	$11K	Buy	+211	New	+$11.2K	﹤0.01%	188

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Strengthening Families & Communities LLC's IUSB Position: Q3 2025 in Review

Strengthening Families & Communities LLC sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 167 shares — an estimated $7.72K sold.

Strengthening Families & Communities LLC first reported a position in IUSB in Q4 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

Strengthening Families & Communities LLC reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
Strengthening Families & Communities LLC sold 167 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $7.72K.
Strengthening Families & Communities LLC first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 6 quarters.
Strengthening Families & Communities LLC's iShares Core Universal USD Bond ETF position peaked at $11K in Q4 2021.
754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Strengthening Families & Communities LLC's 13F filing for Q3 2025, filed 4 Nov 2025.