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Morton Brown Family Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-147
Closed -$6.77K – 330
2025
Q1 		$6.77K Hold
147
– – ﹤0.01% 216
2024
Q4 		$6.64K Hold
147
– – ﹤0.01% 195
2024
Q3 		$6.93K Buy
+147
New +$6.82K ﹤0.01% 185

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Morton Brown Family Wealth's IUSB Position: Q2 2025 in Review

Morton Brown Family Wealth sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 147 shares — an estimated $6.77K sold.

Morton Brown Family Wealth first reported a position in IUSB in Q3 2024 and held it in 3 quarters. The position peaked at $6.93K in Q3 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Morton Brown Family Wealth reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 147 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $6.77K.
  • Morton Brown Family Wealth first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and held it in 3 quarters.
  • Morton Brown Family Wealth's iShares Core Universal USD Bond ETF position peaked at $6.93K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Morton Brown Family Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.