Kovitz Investment Group Partners
IUSB icon

Kovitz Investment Group Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kovitz Investment Group Partners’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
-93,198
Closed -$4.35M – 883
2025
Q3 		$4.35M Sell
93,198
-2,251
-2% -$104K 0.02% 490
2025
Q2 		$4.41M Sell
95,449
-3,912
-4% -$179K 0.02% 467
2025
Q1 		$4.58M Buy
99,361
+200
+0.2% +$9.12K 0.02% 420
2024
Q4 		$4.48M Sell
99,161
-512
-0.5% -$23.5K 0.02% 418
2024
Q3 		$4.7M Buy
+99,673
New +$4.63M 0.03% 350

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Wells Fargo
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LPL Financial
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Northwestern Mutual Wealth Management
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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

Kovitz Investment Group Partners's IUSB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 93,198 shares — an estimated $4.35M sold.

Kovitz Investment Group Partners first reported a position in IUSB in Q3 2024 and held it in 5 quarters. The position peaked at $4.7M in Q3 2024. 843 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 93,198 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $4.35M.
  • Kovitz Investment Group Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's iShares Core Universal USD Bond ETF position peaked at $4.7M in Q3 2024.
  • 843 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.