GB
IUSB icon

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

Goepper Burkhardt’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
-4,537
Closed -$212K – 106
2025
Q3 		$212K Sell
4,537
-1,795
-28% -$83K 0.07% 97
2025
Q2 		$293K Sell
6,332
-2,274
-26% -$104K 0.11% 78
2025
Q1 		$397K Buy
+8,606
New +$392K 0.16% 67

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Goepper Burkhardt's IUSB Position: Q4 2025 in Review

Goepper Burkhardt sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 4,537 shares — an estimated $212K sold.

Goepper Burkhardt first reported a position in IUSB in Q1 2025 and held it in 3 quarters. The position peaked at $397K in Q1 2025. 843 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Goepper Burkhardt reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Goepper Burkhardt sold 4,537 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $212K.
  • Goepper Burkhardt first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and held it in 3 quarters.
  • Goepper Burkhardt's iShares Core Universal USD Bond ETF position peaked at $397K in Q1 2025.
  • 843 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Goepper Burkhardt's 13F filing for Q4 2025, filed 9 Feb 2026.