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Chapman Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Chapman Financial Group’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 		– Sell
-661
Closed -$30.9K – 266
2025
Q3 		$30.9K Buy
+661
New +$30.6K 0.02% 193

Other funds holding IUSB

Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Chapman Financial Group's IUSB Position: Q4 2025 in Review

Chapman Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 661 shares — an estimated $30.9K sold.

Chapman Financial Group first reported a position in IUSB in Q3 2025 and held it in 1 quarter. The position peaked at $30.9K in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Chapman Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Chapman Financial Group sold 661 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $30.9K.
  • Chapman Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and held it in 1 quarter.
  • Chapman Financial Group's iShares Core Universal USD Bond ETF position peaked at $30.9K in Q3 2025.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Chapman Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.