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Morningstar Investment Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Morningstar Investment Services’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
Q1 		$2.46M Sell
53,475
-64,822
-55% -$2.95M 0.45% 53
2024
Q4 		$5.35M Sell
118,297
-963,833
-89% -$44.2M 0.49% 56
2024
Q3 		$51.1M Buy
1,082,130
+211,307
+24% +$9.81M 0.52% 56
2024
Q2 		$39.5M Buy
870,823
+128,753
+17% +$5.79M 0.43% 65
2024
Q1 		$33.9M Sell
742,070
-495,278
-40% -$22.5M 0.37% 76
2023
Q4 		$57.1M Buy
1,237,348
+689,161
+126% +$30.5M 0.32% 82
2023
Q3 		$24M Buy
548,187
+71,213
+15% +$3.18M 0.31% 86
2023
Q2 		$21.6M Buy
476,974
+84,524
+22% +$3.87M 0.28% 94
2023
Q1 		$18M Buy
392,450
+15,822
+4% +$724K 0.24% 97
2022
Q4 		$17.1M Buy
376,628
+24,524
+7% +$1.1M 0.23% 99
2022
Q3 		$15.5M Buy
352,104
+31,564
+10% +$1.47M 0.22% 99
2022
Q2 		$14.9M Buy
320,540
+45,350
+16% +$2.15M 0.2% 100
2022
Q1 		$13.6M Buy
275,190
+65,587
+31% +$3.34M 0.15% 107
2021
Q4 		$11.1M Buy
209,603
+115,307
+122% +$6.11M 0.12% 114
2021
Q3 		$5.02M Buy
94,296
+61,771
+190% +$3.32M 0.06% 130
2021
Q2 		$1.74M Buy
+32,525
New +$1.73M 0.02% 163

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Morningstar Investment Services's IUSB Position: Q1 2025 in Review

Morningstar Investment Services reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 55% in Q1 2025, selling an estimated $2.95M and leaving 53,475 shares worth $2.46M. The position accounts for 0.45% of the portfolio, ranked #53.

Morningstar Investment Services first reported a position in IUSB in Q2 2021 and has held it in 16 quarters since. The position peaked at $57.1M in Q4 2023. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Morningstar Investment Services held 53,475 shares of iShares Core Universal USD Bond ETF worth $2.46M as of Q1 2025.
  • Morningstar Investment Services sold 64,822 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $2.95M.
  • iShares Core Universal USD Bond ETF made up 0.45% of Morningstar Investment Services's portfolio in Q1 2025, its #53 holding.
  • Morningstar Investment Services first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 16 quarters since.
  • Morningstar Investment Services's iShares Core Universal USD Bond ETF position peaked at $57.1M in Q4 2023.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.