WI
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WBI Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

WBI Investments’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
-21,180
Closed -$957K – 267
2024
Q4 		$957K Buy
21,180
+502
+2% +$23K 0.24% 115
2024
Q3 		$974K Sell
20,678
-2,703
-12% -$125K 0.23% 104
2024
Q2 		$1.06M Sell
23,381
-9,300
-28% -$418K 0.26% 95
2024
Q1 		$1.49M Buy
+32,681
New +$1.49M 0.31% 85
2021
Q2 		– Sell
-7,806
Closed -$412K – 214
2021
Q1 		$412K Buy
7,806
+3,204
+70% +$172K 0.06% 156
2020
Q4 		$251K Buy
+4,602
New +$250K 0.04% 159

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

WBI Investments's IUSB Position: Q1 2025 in Review

WBI Investments sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 21,180 shares — an estimated $957K sold.

WBI Investments first reported a position in IUSB in Q4 2020 and held it in 6 quarters. The position peaked at $1.49M in Q1 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • WBI Investments reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WBI Investments sold 21,180 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $957K.
  • WBI Investments first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 6 quarters.
  • WBI Investments's iShares Core Universal USD Bond ETF position peaked at $1.49M in Q1 2024.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on WBI Investments's 13F filing for Q1 2025, filed 22 May 2025.