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

WFA 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 Q3	$9.77K	Buy	207 +2	+1%	+$92	0.01%	162
2025 Q2	$9.28K	Buy	205 +2	+1%	+$91	0.01%	168
2025 Q1	$9.26K	Buy	+203	New	+$9.25K	﹤0.01%	188
2024 Q4	–	Sell	-207	Closed	-$9.77K	–	225
2024 Q3	$9.77K	Buy	207 +2	+1%	+$93	0.01%	163
2024 Q2	$9.28K	Buy	205 +2	+1%	+$90	0.01%	169
2024 Q1	$9.26K	Buy	203 +1	+0.5%	+$46	﹤0.01%	189
2023 Q4	$9.3K	Buy	202 +2	+1%	+$88	0.01%	177
2023 Q3	$8.74K	Buy	+200	New	+$8.94K	0.01%	180

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WFA Asset Management's IUSB Position: Q3 2025 in Review

WFA Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.98% in Q3 2025, buying an estimated $92 and bringing the position to 207 shares worth $9.77K. The position accounts for 0.01% of the portfolio, ranked #162.

WFA Asset Management first reported a position in IUSB in Q3 2023 and has held it in 8 quarters since. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

WFA Asset Management held 207 shares of iShares Core Universal USD Bond ETF worth $9.77K as of Q3 2025.
WFA Asset Management bought 2 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $92.
iShares Core Universal USD Bond ETF made up 0.01% of WFA Asset Management's portfolio in Q3 2025, its #162 holding.
WFA Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 8 quarters since.
751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.