1WM
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1900 Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

1900 Wealth 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
Q1 		– Sell
-4,587
Closed -$207K – 221
2024
Q4 		$207K Buy
4,587
+72
+2% +$3.31K 0.02% 216
2024
Q3 		$213K Sell
4,515
-12
-0.3% -$557 0.02% 217
2024
Q2 		$205K Sell
4,527
-14,280
-76% -$642K 0.02% 218
2024
Q1 		$857K Sell
18,807
-59,537
-76% -$2.71M 0.08% 115
2023
Q4 		$3.61M Sell
78,344
-34,617
-31% -$1.53M 0.33% 59
2023
Q3 		$4.94M Buy
112,961
+1,047
+0.9% +$46.8K 0.49% 54
2023
Q2 		$5.09M Buy
111,914
+7,816
+8% +$358K 0.52% 51
2023
Q1 		$4.68M Hold
104,098
– – 0.5% 51
2022
Q4 		$4.68M Buy
104,098
+70,910
+214% +$3.17M 0.51% 49
2022
Q3 		$1.48M Sell
33,188
-10,040
-23% -$468K 0.17% 91
2022
Q2 		$2.02M Sell
43,228
-8,038
-16% -$382K 0.22% 82
2022
Q1 		$2.54M Sell
51,266
-35,664
-41% -$1.82M 0.24% 77
2021
Q4 		$4.6M Buy
86,930
+35,399
+69% +$1.88M 0.42% 52
2021
Q3 		$2.74M Buy
51,531
+3,882
+8% +$209K 0.27% 70
2021
Q2 		$2.55M Buy
47,649
+8,109
+21% +$431K 0.24% 68
2021
Q1 		$2.09M Buy
39,540
+2,852
+8% +$153K 0.16% 67
2020
Q4 		$2M Buy
+36,688
New +$1.99M 0.23% 66

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

1900 Wealth Management's IUSB Position: Q1 2025 in Review

1900 Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 4,587 shares — an estimated $207K sold.

1900 Wealth Management first reported a position in IUSB in Q4 2020 and held it in 17 quarters. The position peaked at $5.09M in Q2 2023. 734 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • 1900 Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • 1900 Wealth Management sold 4,587 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $207K.
  • 1900 Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 17 quarters.
  • 1900 Wealth Management's iShares Core Universal USD Bond ETF position peaked at $5.09M in Q2 2023.
  • 734 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on 1900 Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.