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Vantage Financial Partners (Wisconsin)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$700K Sell
15,048
-50
-0.3% -$2.34K 0.14% 93
2025
Q3 		$705K Sell
15,098
-1,794
-11% -$83K 0.15% 89
2025
Q2 		$781K Buy
16,892
+22
+0.1% +$1K 0.18% 80
2025
Q1 		$777K Sell
16,870
-1,027
-6% -$46.8K 0.19% 73
2024
Q4 		$809K Sell
17,897
-9,575
-35% -$439K 0.2% 68
2024
Q3 		$1.29M Buy
27,472
+13,486
+96% +$626K 0.32% 45
2024
Q2 		$632K Sell
13,986
-4,615
-25% -$208K 0.16% 67
2024
Q1 		$848K Sell
18,601
-797
-4% -$36.3K 0.23% 52
2023
Q4 		$894K Buy
19,398
+11,494
+145% +$508K 0.26% 45
2023
Q3 		$346K Sell
7,904
-686
-8% -$30.7K 0.14% 55
2023
Q2 		$391K Sell
8,590
-655
-7% -$30K 0.15% 50
2023
Q1 		$427K Buy
+9,245
New +$423K 0.17% 49
2022
Q4 		– Sell
-6,842
Closed -$304K – 66
2022
Q3 		$304K Sell
6,842
-316
-4% -$14.7K 0.2% 36
2022
Q2 		$335K Sell
7,158
-1,852
-21% -$88K 0.2% 37
2022
Q1 		$447K Buy
9,010
+31
+0.3% +$1.58K 0.23% 33
2021
Q4 		$475K Buy
+8,979
New +$476K 0.19% 31

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IUSB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.33% in Q4 2025, selling an estimated $2.34K and leaving 15,048 shares worth $700K. The position accounts for 0.14% of the portfolio, ranked #93.

Vantage Financial Partners (Wisconsin) first reported a position in IUSB in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.29M in Q3 2024. 844 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 15,048 shares of iShares Core Universal USD Bond ETF worth $700K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 50 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $2.34K.
  • iShares Core Universal USD Bond ETF made up 0.14% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #93 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares Core Universal USD Bond ETF position peaked at $1.29M in Q3 2024.
  • 844 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.