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

Dentgroup’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 		$2.19M Sell
47,129
-3,628
-7% -$170K 1.51% 19
2025
Q3 		$2.37M Buy
50,757
+8,508
+20% +$393K 1.53% 19
2025
Q2 		$1.95M Buy
42,249
+4,711
+13% +$215K 1.35% 22
2025
Q1 		$1.73M Sell
37,538
-6,200
-14% -$283K 1.3% 23
2024
Q4 		$1.98M Buy
43,738
+19,084
+77% +$876K 1.51% 20
2024
Q3 		$1.16M Buy
24,654
+5,180
+27% +$240K 0.87% 32
2024
Q2 		$881K Sell
19,474
-12,989
-40% -$584K 0.71% 42
2024
Q1 		$1.48M Buy
32,463
+14,997
+86% +$683K 1.23% 21
2023
Q4 		$805K Sell
17,466
-7,235
-29% -$320K 0.71% 37
2023
Q3 		$1.08M Sell
24,701
-4,257
-15% -$190K 0.8% 41
2023
Q2 		$1.32M Buy
28,958
+5,179
+22% +$237K 0.95% 36
2023
Q1 		$1.1M Buy
23,779
+8,380
+54% +$384K 0.88% 37
2022
Q4 		$692K Buy
15,399
+6,197
+67% +$277K 0.6% 44
2022
Q3 		$405K Buy
9,202
+2,123
+30% +$99K 0.41% 60
2022
Q2 		$331K Sell
7,079
-885
-11% -$42.1K 0.37% 65
2022
Q1 		$395K Buy
7,964
+2,575
+48% +$131K 0.38% 58
2021
Q4 		$285K Buy
+5,389
New +$286K 0.27% 71

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

Dentgroup's IUSB Position: Q4 2025 in Review

Dentgroup reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 7.1% in Q4 2025, selling an estimated $170K and leaving 47,129 shares worth $2.19M. The position accounts for 1.51% of the portfolio, ranked #19.

Dentgroup first reported a position in IUSB in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.37M in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Dentgroup held 47,129 shares of iShares Core Universal USD Bond ETF worth $2.19M as of Q4 2025.
  • Dentgroup sold 3,628 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $170K.
  • iShares Core Universal USD Bond ETF made up 1.51% of Dentgroup's portfolio in Q4 2025, its #19 holding.
  • Dentgroup first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Dentgroup's iShares Core Universal USD Bond ETF position peaked at $2.37M in Q3 2025.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.