Laird Norton Wetherby Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Laird Norton Wetherby 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 Q3	$1.49M	Sell	31,832 -216	-0.7%	-$9.99K	0.06%	289
2025 Q2	$1.48M	Buy	+32,048	New	+$1.46M	0.07%	275
2024 Q4	$1.34M	Buy	29,589 +655	+2%	+$30.1K	0.06%	273
2024 Q3	$1.36M	Buy	28,934 +195	+0.7%	+$9.05K	0.06%	289
2024 Q2	$1.3M	Buy	28,739 +912	+3%	+$41K	0.06%	289
2024 Q1	$1.27M	Buy	+27,827	New	+$1.27M	0.06%	308

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IUSB Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.67% in Q3 2025, selling an estimated $9.99K and leaving 31,832 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #289.

Laird Norton Wetherby Wealth Management first reported a position in IUSB in Q1 2024 and has held it in 6 quarters since. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

Laird Norton Wetherby Wealth Management held 31,832 shares of iShares Core Universal USD Bond ETF worth $1.49M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 216 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $9.99K.
iShares Core Universal USD Bond ETF made up 0.06% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #289 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 6 quarters since.
754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.