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

DOHJ LLC’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 		– Sell
-86,237
Closed -$3.92M – 66
2025
Q2 		$3.92M Sell
86,237
-72,076
-46% -$3.29M 1.14% 25
2025
Q1 		$7.3M Sell
158,313
-58,126
-27% -$2.65M 1.67% 13
2024
Q4 		$9.78M Buy
216,439
+23,124
+12% +$1.06M 2.26% 11
2024
Q3 		$9.09M Buy
193,315
+69,109
+56% +$3.21M 2.12% 11
2024
Q2 		$5.62M Sell
124,206
-7,375
-6% -$332K 1.4% 19
2024
Q1 		$6M Buy
131,581
+5,083
+4% +$231K 1.59% 16
2023
Q4 		$5.83M Buy
+126,498
New +$5.59M 1.72% 10

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

DOHJ LLC's IUSB Position: Q3 2025 in Review

DOHJ LLC sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 86,237 shares — an estimated $3.92M sold.

DOHJ LLC first reported a position in IUSB in Q4 2023 and held it in 7 quarters. The position peaked at $9.78M in Q4 2024. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • DOHJ LLC reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 86,237 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $3.92M.
  • DOHJ LLC first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 7 quarters.
  • DOHJ LLC's iShares Core Universal USD Bond ETF position peaked at $9.78M in Q4 2024.
  • 751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.