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MLG Wealth Management DBA Pine Grove Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

MLG Wealth Management DBA Pine Grove Financial 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
Q4 		$37.6M Buy
+807,250
New +$37.7M 4.53% 3

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

MLG Wealth Management DBA Pine Grove Financial Group's IUSB Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2025: 807,250 shares worth $37.6M. The stake represents 4.53% of the portfolio and ranks #3 among its holdings.

843 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 807,250 shares of iShares Core Universal USD Bond ETF worth $37.6M as of Q4 2025.
  • iShares Core Universal USD Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Core Universal USD Bond ETF made up 4.53% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #3 holding.
  • 843 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.