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WAP
Wealthcare Advisory Partners’s
iShares Core Universal USD Bond ETF
IUSB
Stock Holding History
Wealthcare Advisory Partners’s Portfolio
IUSB Stock Details
IUSB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-4,472
Closed
-$207K
–
1040
2025
Q2
$207K
Buy
+4,472
New
+$204K
﹤0.01%
926
2023
Q1
–
Sell
-5,489
Closed
-$247K
–
715
2022
Q4
$247K
Sell
5,489
-758
-12%
-$33.9K
0.01%
589
2022
Q3
$278K
Sell
6,247
-2,260
-27%
-$105K
0.02%
498
2022
Q2
$398K
Sell
8,507
-4,192
-33%
-$199K
0.02%
374
2022
Q1
$630K
Sell
12,699
-5,614
-31%
-$286K
0.04%
268
2021
Q4
$969K
Sell
18,313
-131
-0.7%
-$6.95K
0.06%
200
2021
Q3
$982K
Buy
18,444
+894
+5%
+$48K
0.06%
192
2021
Q2
$939K
Buy
17,550
+287
+2%
+$15.2K
0.06%
207
2021
Q1
$911K
Buy
17,263
+9,165
+113%
+$491K
0.07%
194
2020
Q4
$442K
Buy
+8,098
New
+$440K
0.04%
253
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
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1-Year Est. Return
Carson Wealth (CWM LLC)
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$38B AUM
19.66%
1-Year Est. Return
Mariner
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$85.7B AUM
24.21%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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