CWM
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Congress Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Congress 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 		$1.2M Buy
26,055
+6,119
+31% +$279K 0.01% 665
2025
Q1 		$918K Buy
+19,936
New +$909K 0.01% 650

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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 19.28% 1-Year Est. Return

Congress Wealth Management's IUSB Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q2 2025, buying an estimated $279K and bringing the position to 26,055 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #665.

Congress Wealth Management first reported a position in IUSB in Q1 2025 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Congress Wealth Management held 26,055 shares of iShares Core Universal USD Bond ETF worth $1.2M as of Q2 2025.
  • Congress Wealth Management bought 6,119 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $279K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #665 holding.
  • Congress Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.