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Consolidated Portfolio Review Corp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Consolidated Portfolio Review Corp’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
-4,939
Closed -$231K – 216
2025
Q3 		$231K Buy
4,939
+462
+10% +$21.4K 0.03% 416
2025
Q2 		$207K Buy
+4,477
New +$204K 0.03% 424

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
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 $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 $1.66T AUM 25.57% 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

Consolidated Portfolio Review Corp's IUSB Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 4,939 shares — an estimated $231K sold.

Consolidated Portfolio Review Corp first reported a position in IUSB in Q2 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 4,939 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $231K.
  • Consolidated Portfolio Review Corp first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's iShares Core Universal USD Bond ETF position peaked at $231K in Q3 2025.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.