CAWM
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Capital A Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Capital A 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
Q2 		$9.58K Sell
208
-392
-65% -$17.9K 0.11% 201
2025
Q1 		$27.6K Sell
600
-1,545
-72% -$70.4K 0.03% 199
2024
Q4 		$97K Buy
+2,145
New +$98.5K 0.16% 109

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 $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital A Wealth Management's IUSB Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 65% in Q2 2025, selling an estimated $17.9K and leaving 208 shares worth $9.58K. The position accounts for 0.11% of the portfolio, ranked #201.

Capital A Wealth Management first reported a position in IUSB in Q4 2024 and has held it in 3 quarters since. The position peaked at $97K in Q4 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Capital A Wealth Management held 208 shares of iShares Core Universal USD Bond ETF worth $9.58K as of Q2 2025.
  • Capital A Wealth Management sold 392 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $17.9K.
  • iShares Core Universal USD Bond ETF made up 0.11% of Capital A Wealth Management's portfolio in Q2 2025, its #201 holding.
  • Capital A Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares Core Universal USD Bond ETF position peaked at $97K in Q4 2024.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.