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Verity Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Verity Asset 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
Q2 		– Sell
-5,779
Closed -$266K – 207
2025
Q1 		$266K Sell
5,779
-1,498
-21% -$68.3K 0.11% 155
2024
Q4 		$329K Sell
7,277
-3,191
-30% -$146K 0.19% 119
2024
Q3 		$493K Sell
10,468
-853
-8% -$39.6K 0.19% 115
2024
Q2 		$512K Sell
11,321
-352
-3% -$15.8K 0.2% 101
2024
Q1 		$532K Sell
11,673
-2,411
-17% -$110K 0.3% 87
2023
Q4 		$649K Buy
14,084
+1,795
+15% +$79.3K 0.41% 62
2023
Q3 		$537K Buy
12,289
+179
+1% +$8K 0.4% 69
2023
Q2 		$551K Sell
12,110
-2,288
-16% -$105K 0.41% 72
2023
Q1 		$664K Buy
14,398
+195
+1% +$8.92K 0.4% 75
2022
Q4 		$638K Sell
14,203
-8,659
-38% -$387K 0.55% 64
2022
Q3 		$1.02M Buy
+22,862
New +$1.07M 1.05% 22
2022
Q1 		$1.11M Buy
22,265
+48
+0.2% +$2.45K 0.7% 36
2021
Q4 		$1.18M Sell
22,217
-510
-2% -$27K 0.69% 29
2021
Q3 		$1.21M Buy
22,727
+3,980
+21% +$214K 0.78% 24
2021
Q2 		$1M Buy
18,747
+393
+2% +$20.9K 0.55% 42
2021
Q1 		$968K Buy
18,354
+2,251
+14% +$121K 0.58% 42
2020
Q4 		$879K Buy
16,103
+1,207
+8% +$65.6K 0.61% 39
2020
Q3 		$810K Sell
14,896
-7,128
-32% -$389K 0.62% 39
2020
Q2 		$1.2M Buy
22,024
+592
+3% +$31.7K 1.1% 19
2020
Q1 		$1.13M Buy
21,432
+957
+5% +$50.3K 1.42% 23
2019
Q4 		$1.07M Buy
20,475
+960
+5% +$50.1K 1.06% 22
2019
Q3 		$1.02M Buy
19,515
+1,647
+9% +$85.8K 1.07% 23
2019
Q2 		$923K Buy
17,868
+797
+5% +$40.5K 1.04% 25
2019
Q1 		$864K Buy
+17,071
New +$850K 1% 25

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $18.1B AUM 15% 1-Year Est. Return

Verity Asset Management's IUSB Position: Q2 2025 in Review

Verity Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 5,779 shares — an estimated $266K sold.

Verity Asset Management first reported a position in IUSB in Q1 2019 and held it in 24 quarters. The position peaked at $1.21M in Q3 2021. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Verity Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Verity Asset Management sold 5,779 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $266K.
  • Verity Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and held it in 24 quarters.
  • Verity Asset Management's iShares Core Universal USD Bond ETF position peaked at $1.21M in Q3 2021.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Verity Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.