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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
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

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

Wealthcare Advisory Partners's IUSB Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 4,472 shares — an estimated $207K sold.

Wealthcare Advisory Partners first reported a position in IUSB in Q4 2020 and held it in 10 quarters. The position peaked at $982K in Q3 2021. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 4,472 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $207K.
  • Wealthcare Advisory Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 10 quarters.
  • Wealthcare Advisory Partners's iShares Core Universal USD Bond ETF position peaked at $982K in Q3 2021.
  • 754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.