IHWM
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Iron Horse Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Iron Horse Wealth 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
Q2 		$79.7K Hold
1,724
– – 0.02% 103
2025
Q1 		$79.4K Hold
1,724
– – 0.03% 90
2024
Q4 		$77.9K Hold
1,724
– – 0.03% 84
2024
Q3 		$81.2K Buy
+1,724
New +$80K 0.03% 80
2023
Q2 		– Sell
-32
Closed -$1.48K – 332
2023
Q1 		$1.48K Hold
32
– – ﹤0.01% 288
2022
Q4 		$1K Buy
+32
New +$1.43K ﹤0.01% 219

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Iron Horse Wealth Management's IUSB Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2025 at 1,724 shares worth $79.7K. The position accounts for 0.02% of the portfolio, ranked #103.

Iron Horse Wealth Management first reported a position in IUSB in Q4 2022 and has held it in 6 quarters since. The position peaked at $81.2K in Q3 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Iron Horse Wealth Management held 1,724 shares of iShares Core Universal USD Bond ETF worth $79.7K as of Q2 2025.
  • Iron Horse Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2025.
  • iShares Core Universal USD Bond ETF made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #103 holding.
  • Iron Horse Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • Iron Horse Wealth Management's iShares Core Universal USD Bond ETF position peaked at $81.2K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.