Howard Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Howard Capital Management’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	-80,686	Closed	-$3.77M	–	436
2025 Q3	$3.77M	Buy	80,686 +2,540	+3%	+$117K	0.05%	113
2025 Q2	$3.61M	Buy	78,146 +16,005	+26%	+$730K	0.05%	110
2025 Q1	$2.86M	Buy	62,141 +2,769	+5%	+$126K	0.07%	107
2024 Q4	$2.68M	Buy	59,372 +10,448	+21%	+$480K	0.04%	123
2024 Q3	$2.31M	Sell	48,924 -2,376	-5%	-$110K	0.04%	133
2024 Q2	$2.32M	Sell	51,300 -2,818	-5%	-$127K	0.23%	32
2024 Q1	$2.47M	Buy	+54,118	New	+$2.46M	0.27%	30

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Howard Capital Management's IUSB Position: Q4 2025 in Review

Howard Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 80,686 shares — an estimated $3.77M sold.

Howard Capital Management first reported a position in IUSB in Q1 2024 and held it in 7 quarters. The position peaked at $3.77M in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

Howard Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
Howard Capital Management sold 80,686 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $3.77M.
Howard Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and held it in 7 quarters.
Howard Capital Management's iShares Core Universal USD Bond ETF position peaked at $3.77M in Q3 2025.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Howard Capital Management's 13F filing for Q4 2025, filed 23 Jan 2026.