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Austin Private Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Austin Private Wealth’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
Q4 		$22.5M Buy
483,015
+17,314
+4% +$809K 1.67% 19
2025
Q3 		$21.8M Sell
465,701
-220,830
-32% -$10.2M 1.65% 17
2025
Q2 		$31.7M Sell
686,531
-157,254
-19% -$7.18M 2.5% 10
2025
Q1 		$38.9M Buy
843,785
+64,192
+8% +$2.93M 3.48% 8
2024
Q4 		$35.2M Sell
779,593
-186,891
-19% -$8.58M 3.26% 8
2024
Q3 		$45.5M Buy
966,484
+272,185
+39% +$12.6M 4.38% 7
2024
Q2 		$31.4M Sell
694,299
-5,951
-0.8% -$268K 3.38% 8
2024
Q1 		$31.6M Buy
700,250
+308,231
+79% +$14M 3.64% 8
2023
Q4 		$18.1M Buy
392,019
+35,454
+10% +$1.57M 2.28% 11
2023
Q3 		$15.6M Sell
356,565
-16,424
-4% -$734K 2.25% 11
2023
Q2 		$17M Buy
372,989
+26,617
+8% +$1.22M 2.45% 11
2023
Q1 		$16M Buy
346,372
+25,964
+8% +$1.19M 2.55% 10
2022
Q4 		$14.4M Buy
320,408
+110,542
+53% +$4.94M 2.52% 12
2022
Q3 		$9.34M Buy
209,866
+34,560
+20% +$1.61M 1.96% 15
2022
Q2 		$8.21M Buy
175,306
+48,020
+38% +$2.28M 1.82% 13
2022
Q1 		$6.32M Buy
127,286
+22,231
+21% +$1.13M 1.26% 15
2021
Q4 		$5.56M Buy
105,055
+45,305
+76% +$2.4M 1.11% 14
2021
Q3 		$3.18M Buy
59,750
+12,293
+26% +$660K 0.67% 26
2021
Q2 		$2.54M Buy
+47,457
New +$2.52M 0.59% 23

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AF
Align Financial Hermantown, Minnesota $202M AUM
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

Austin Private Wealth's IUSB Position: Q4 2025 in Review

Austin Private Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.7% in Q4 2025, buying an estimated $809K and bringing the position to 483,015 shares worth $22.5M. The position accounts for 1.67% of the portfolio, ranked #19.

Austin Private Wealth first reported a position in IUSB in Q2 2021 and has held it in 19 quarters since. The position peaked at $45.5M in Q3 2024. 841 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Austin Private Wealth held 483,015 shares of iShares Core Universal USD Bond ETF worth $22.5M as of Q4 2025.
  • Austin Private Wealth bought 17,314 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $809K.
  • iShares Core Universal USD Bond ETF made up 1.67% of Austin Private Wealth's portfolio in Q4 2025, its #19 holding.
  • Austin Private Wealth first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Austin Private Wealth's iShares Core Universal USD Bond ETF position peaked at $45.5M in Q3 2024.
  • 841 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.