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Cookson Peirce & Co’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cookson Peirce & Co’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
-4,362
Closed -$204K – 338
2025
Q3 		$204K Buy
+4,362
New +$202K 0.01% 300

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 $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

Cookson Peirce & Co's IUSB Position: Q4 2025 in Review

Cookson Peirce & Co sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 4,362 shares — an estimated $204K sold.

Cookson Peirce & Co first reported a position in IUSB in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Cookson Peirce & Co reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Cookson Peirce & Co sold 4,362 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $204K.
  • Cookson Peirce & Co first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and held it in 1 quarter.
  • Cookson Peirce & Co's iShares Core Universal USD Bond ETF position peaked at $204K in Q3 2025.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Cookson Peirce & Co's 13F filing for Q4 2025, filed 11 Feb 2026.