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New Century Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

New Century 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
Q3 		– Sell
-4,856
Closed -$225K – 93
2025
Q2 		$225K Buy
+4,856
New +$222K 0.26% 96
2025
Q1 		– Sell
-10,464
Closed -$472K – 219
2024
Q4 		$472K Sell
10,464
-114
-1% -$5.23K 0.2% 137
2024
Q3 		$498K Buy
10,578
+1,907
+22% +$88.5K 0.18% 153
2024
Q2 		$392K Buy
8,671
+3,213
+59% +$144K 0.17% 159
2024
Q1 		$249K Buy
+5,458
New +$248K 0.17% 150

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

New Century Financial Group's IUSB Position: Q3 2025 in Review

New Century Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 4,856 shares — an estimated $225K sold.

New Century Financial Group first reported a position in IUSB in Q1 2024 and held it in 5 quarters. The position peaked at $498K in Q3 2024. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • New Century Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • New Century Financial Group sold 4,856 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $225K.
  • New Century Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and held it in 5 quarters.
  • New Century Financial Group's iShares Core Universal USD Bond ETF position peaked at $498K in Q3 2024.
  • 754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.