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High Falls Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

High Falls Advisors’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 		$44.2M Sell
949,545
-26,086
-3% -$1.22M 8.95% 1
2025
Q3 		$45.6M Sell
975,631
-141,713
-13% -$6.55M 9.38% 1
2025
Q2 		$51.7M Sell
1,117,344
-112,981
-9% -$5.16M 11.43% 1
2025
Q1 		$56.7M Sell
1,230,325
-24,341
-2% -$1.11M 13.31% 2
2024
Q4 		$56.7M Sell
1,254,666
-179,645
-13% -$8.25M 13.15% 2
2024
Q3 		$67.6M Buy
1,434,311
+196,260
+16% +$9.11M 15.47% 2
2024
Q2 		$56M Buy
1,238,051
+23,710
+2% +$1.07M 13.6% 2
2024
Q1 		$55.4M Buy
1,214,341
+297,349
+32% +$13.5M 13.93% 2
2023
Q4 		$42.2M Sell
916,992
-69,981
-7% -$3.09M 11.3% 2
2023
Q3 		$43.1M Sell
986,973
-18,031
-2% -$806K 12.95% 2
2023
Q2 		$45.7M Sell
1,005,004
-364
-0% -$16.7K 13.03% 2
2023
Q1 		$46.4M Buy
1,005,368
+107,645
+12% +$4.93M 13.81% 2
2022
Q4 		$40.3M Buy
897,723
+168,441
+23% +$7.53M 12.56% 2
2022
Q3 		$32.5M Buy
729,282
+7,598
+1% +$354K 10.64% 3
2022
Q2 		$33.8M Buy
721,684
+7,286
+1% +$346K 10.5% 3
2022
Q1 		$35.5M Buy
714,398
+142,472
+25% +$7.26M 9.51% 3
2021
Q4 		$30.3M Buy
571,926
+31,827
+6% +$1.69M 7.73% 3
2021
Q3 		$28.8M Buy
540,099
+6,798
+1% +$365K 7.81% 3
2021
Q2 		$28.5M Buy
533,301
+215,654
+68% +$11.5M 7.67% 4
2021
Q1 		$16.8M Buy
+317,647
New +$17M 4.81% 5

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

High Falls Advisors's IUSB Position: Q4 2025 in Review

High Falls Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.7% in Q4 2025, selling an estimated $1.22M and leaving 949,545 shares worth $44.2M. The position accounts for 8.95% of the portfolio, ranked #1.

High Falls Advisors first reported a position in IUSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $67.6M in Q3 2024. 843 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • High Falls Advisors held 949,545 shares of iShares Core Universal USD Bond ETF worth $44.2M as of Q4 2025.
  • High Falls Advisors sold 26,086 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $1.22M.
  • iShares Core Universal USD Bond ETF made up 8.95% of High Falls Advisors's portfolio in Q4 2025, its #1 holding.
  • High Falls Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • High Falls Advisors's iShares Core Universal USD Bond ETF position peaked at $67.6M in Q3 2024.
  • 843 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.