CIBC Private Wealth Group
IUSB icon

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

CIBC Private Wealth 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 		$31.5K Buy
676
+102
+18% +$4.77K ﹤0.01% 1981
2025
Q3 		$26.8K Buy
+574
New +$26.5K ﹤0.01% 2047
2025
Q2 		– Hold
0
– – – 3049
2025
Q1 		– Hold
0
– – – 3052
2024
Q4 		– Hold
0
– – – 2948
2022
Q3 		– Sell
-86
Closed -$4K – 1052
2022
Q2 		$4K Sell
86
-6,770
-99% -$322K ﹤0.01% 1126
2022
Q1 		$340K Buy
+6,856
New +$349K ﹤0.01% 824

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.72T AUM 30.48% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M 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

CIBC Private Wealth Group's IUSB Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 18% in Q4 2025, buying an estimated $4.77K and bringing the position to 676 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

CIBC Private Wealth Group first reported a position in IUSB in Q1 2022 and has held it in 4 quarters since. The position peaked at $340K in Q1 2022. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • CIBC Private Wealth Group held 676 shares of iShares Core Universal USD Bond ETF worth $31.5K as of Q4 2025.
  • CIBC Private Wealth Group bought 102 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $4.77K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1981 holding.
  • CIBC Private Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's iShares Core Universal USD Bond ETF position peaked at $340K in Q1 2022.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.