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Napatree Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Napatree Capital’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 		$764K Buy
16,575
+757
+5% +$34.5K 0.43% 61
2024
Q4 		$715K Buy
15,818
+465
+3% +$21.3K 0.42% 67
2024
Q3 		$723K Sell
15,353
-650
-4% -$30.2K 0.5% 62
2024
Q2 		$724K Hold
16,003
– – 0.59% 54
2024
Q1 		$710K Buy
16,003
+559
+4% +$25.4K 0.69% 53
2023
Q4 		$712K Buy
+15,444
New +$683K 0.71% 56

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

Napatree Capital's IUSB Position: Q1 2025 in Review

Napatree Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.8% in Q1 2025, buying an estimated $34.5K and bringing the position to 16,575 shares worth $764K. The position accounts for 0.43% of the portfolio, ranked #61.

Napatree Capital first reported a position in IUSB in Q4 2023 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Napatree Capital held 16,575 shares of iShares Core Universal USD Bond ETF worth $764K as of Q1 2025.
  • Napatree Capital bought 757 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $34.5K.
  • iShares Core Universal USD Bond ETF made up 0.43% of Napatree Capital's portfolio in Q1 2025, its #61 holding.
  • Napatree Capital first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.