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

Visionary 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
Q3 		– Sell
-10,982
Closed -$508K – 608
2025
Q2 		$508K Sell
10,982
-33,006
-75% -$1.51M 0.03% 357
2025
Q1 		$2.03M Buy
43,988
+8,968
+26% +$409K 0.12% 170
2024
Q4 		$1.58M Sell
35,020
-19,070
-35% -$875K 0.09% 197
2024
Q3 		$2.55M Buy
54,090
+16,813
+45% +$780K 0.16% 147
2024
Q2 		$1.69M Sell
37,277
-18,209
-33% -$819K 0.11% 187
2024
Q1 		$2.53M Sell
55,486
-10,412
-16% -$474K 0.17% 145
2023
Q4 		$3.04M Buy
65,898
+48,589
+281% +$2.15M 0.22% 116
2023
Q3 		$757K Sell
17,309
-15,305
-47% -$684K 0.06% 241
2023
Q2 		$1.48M Sell
32,614
-73,178
-69% -$3.35M 0.12% 172
2023
Q1 		$4.88M Sell
105,792
-21,869
-17% -$1M 0.41% 70
2022
Q4 		$5.74M Sell
127,661
-2,477
-2% -$111K 0.53% 56
2022
Q3 		$5.79M Sell
130,138
-2,688
-2% -$125K 0.6% 40
2022
Q2 		$6.22M Sell
132,826
-181,274
-58% -$8.61M 0.56% 44
2022
Q1 		$15.6M Buy
314,100
+60,557
+24% +$3.09M 1.25% 17
2021
Q4 		$13.4M Sell
253,543
-18,388
-7% -$975K 1.1% 24
2021
Q3 		$14.5M Sell
271,931
-15,311
-5% -$822K 1.49% 18
2021
Q2 		$15.4M Buy
287,242
+61,696
+27% +$3.28M 1.54% 18
2021
Q1 		$11.9M Sell
225,546
-8,105
-3% -$434K 1.25% 22
2020
Q4 		$12.8M Buy
233,651
+48,415
+26% +$2.63M 1.43% 21
2020
Q3 		$10.1M Buy
+185,236
New +$10.1M 1.42% 20

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Visionary Wealth Advisors's IUSB Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 10,982 shares — an estimated $508K sold.

Visionary Wealth Advisors first reported a position in IUSB in Q3 2020 and held it in 20 quarters. The position peaked at $15.6M in Q1 2022. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Visionary Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 10,982 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $508K.
  • Visionary Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and held it in 20 quarters.
  • Visionary Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $15.6M in Q1 2022.
  • 754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.