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Copperleaf Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Copperleaf Capital’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
Q3 		$4.87M Sell
104,341
-61,347
-37% -$2.84M 2.34% 8
2025
Q2 		$7.66M Buy
165,688
+1,276
+0.8% +$58.2K 3.88% 4
2025
Q1 		$7.58M Sell
164,412
-11,884
-7% -$542K 4.53% 3
2024
Q4 		$7.97M Buy
176,296
+6,895
+4% +$316K 5.05% 3
2024
Q3 		$7.98M Buy
169,401
+1,704
+1% +$79.1K 6.11% 2
2024
Q2 		$7.58M Buy
167,697
+9,662
+6% +$434K 6.06% 2
2024
Q1 		$7.2M Buy
158,035
+26,222
+20% +$1.19M 6.24% 2
2023
Q4 		$6.07M Sell
131,813
-6,043
-4% -$267K 6.18% 2
2023
Q3 		$6.03M Sell
137,856
-141,972
-51% -$6.35M 6.52% 3
2023
Q2 		$12.7M Buy
279,828
+34,447
+14% +$1.58M 11.93% 1
2023
Q1 		$11.3M Buy
245,381
+92,328
+60% +$4.23M 11.26% 1
2022
Q4 		$6.88M Buy
153,053
+28,410
+23% +$1.27M 7.91% 2
2022
Q3 		$5.55M Buy
+124,643
New +$5.81M 6% 4

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Copperleaf Capital's IUSB Position: Q3 2025 in Review

Copperleaf Capital reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 37% in Q3 2025, selling an estimated $2.84M and leaving 104,341 shares worth $4.87M. The position accounts for 2.34% of the portfolio, ranked #8.

Copperleaf Capital first reported a position in IUSB in Q3 2022 and has held it in 13 quarters since. The position peaked at $12.7M in Q2 2023. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Copperleaf Capital held 104,341 shares of iShares Core Universal USD Bond ETF worth $4.87M as of Q3 2025.
  • Copperleaf Capital sold 61,347 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $2.84M.
  • iShares Core Universal USD Bond ETF made up 2.34% of Copperleaf Capital's portfolio in Q3 2025, its #8 holding.
  • Copperleaf Capital first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • Copperleaf Capital's iShares Core Universal USD Bond ETF position peaked at $12.7M in Q2 2023.
  • 751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.