FFO
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Fortitude Family Office’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Fortitude Family Office’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
-13
Closed -$607 – 2024
2025
Q3 		$607 Sell
13
-6
-32% -$277 ﹤0.01% 1726
2025
Q2 		$878 Hold
19
– – ﹤0.01% 1579
2025
Q1 		$876 Hold
19
– – ﹤0.01% 1035
2024
Q4 		$859 Hold
19
– – ﹤0.01% 1153
2024
Q3 		$895 Hold
19
– – ﹤0.01% 1109
2024
Q2 		$859 Hold
19
– – ﹤0.01% 893
2024
Q1 		$866 Sell
19
-993
-98% -$45.2K ﹤0.01% 911
2023
Q4 		$46.6K Buy
+1,012
New +$44.7K 0.03% 176

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Fortitude Family Office's IUSB Position: Q4 2025 in Review

Fortitude Family Office sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 13 shares — an estimated $607 sold.

Fortitude Family Office first reported a position in IUSB in Q4 2023 and held it in 8 quarters. The position peaked at $46.6K in Q4 2023. 844 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Fortitude Family Office reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 13 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $607.
  • Fortitude Family Office first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 8 quarters.
  • Fortitude Family Office's iShares Core Universal USD Bond ETF position peaked at $46.6K in Q4 2023.
  • 844 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.