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

Harbor Group’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 Q1	–	Sell	-11,374	Closed	-$514K	–	102
2024 Q4	$514K	Sell	11,374 -2,004	-15%	-$92K	0.12%	50
2024 Q3	$630K	Sell	13,378 -2,544	-16%	-$118K	0.15%	44
2024 Q2	$720K	Sell	15,922 -4,629	-23%	-$208K	0.18%	43
2024 Q1	$937K	Buy	20,551 +14	+0.1%	+$637	0.25%	31
2023 Q4	$946K	Sell	20,537 -3,970	-16%	-$175K	0.27%	30
2023 Q3	$1.07M	Buy	24,507 +2,653	+12%	+$119K	0.6%	17
2023 Q2	$994K	Buy	21,854 +5,752	+36%	+$263K	0.55%	18
2023 Q1	$743K	Sell	16,102 -669	-4%	-$30.6K	0.44%	22
2022 Q4	$754K	Sell	16,771 -12,568	-43%	-$562K	0.49%	22
2022 Q3	$1.31M	Buy	29,339 +17,015	+138%	+$794K	0.95%	17
2022 Q2	$577K	Buy	+12,324	New	+$586K	0.42%	23

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Harbor Group's IUSB Position: Q1 2025 in Review

Harbor Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 11,374 shares — an estimated $514K sold.

Harbor Group first reported a position in IUSB in Q2 2022 and held it in 11 quarters. The position peaked at $1.31M in Q3 2022. 734 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

Harbor Group reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
Harbor Group sold 11,374 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $514K.
Harbor Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and held it in 11 quarters.
Harbor Group's iShares Core Universal USD Bond ETF position peaked at $1.31M in Q3 2022.
734 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Harbor Group's 13F filing for Q1 2025, filed 11 Apr 2025.