Mach-1 Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mach-1 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	–	Sell	-122,739	Closed	-$5.73M	–	384
2025 Q3	$5.73M	Buy	+122,739	New	+$5.68M	0.92%	26
2023 Q2	–	Sell	-50	Closed	-$2.31K	–	267
2023 Q1	$2.31K	Buy	+50	New	+$2.29K	0.01%	221
2022 Q4	–	Sell	-50	Closed	-$2K	–	299
2022 Q3	$2K	Sell	50 -1,131	-96%	-$52.8K	﹤0.01%	338
2022 Q2	$54K	Buy	+1,181	New	+$56.1K	0.04%	112

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

Mach-1 Financial Group's IUSB Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2025, closing a stake of 122,739 shares — an estimated $5.73M sold.

Mach-1 Financial Group first reported a position in IUSB in Q2 2022 and held it in 4 quarters. The position peaked at $5.73M in Q3 2025. 843 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

Mach-1 Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 122,739 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $5.73M.
Mach-1 Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and held it in 4 quarters.
Mach-1 Financial Group's iShares Core Universal USD Bond ETF position peaked at $5.73M in Q3 2025.
843 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.