NMG
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New Millennium Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

New Millennium 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 		$109K Sell
2,344
-47
-2% -$2.2K 0.05% 97
2025
Q3 		$112K Sell
2,391
-119
-5% -$5.5K 0.05% 76
2025
Q2 		$116K Hold
2,510
– – 0.06% 67
2025
Q1 		$116K Buy
2,510
+1,677
+201% +$76.4K 0.08% 62
2024
Q4 		$37.7K Buy
+833
New +$38.2K 0.02% 112

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
AF
Align Financial Hermantown, Minnesota $176M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

New Millennium Group's IUSB Position: Q4 2025 in Review

New Millennium Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2% in Q4 2025, selling an estimated $2.2K and leaving 2,344 shares worth $109K. The position accounts for 0.05% of the portfolio, ranked #97.

New Millennium Group first reported a position in IUSB in Q4 2024 and has held it in 5 quarters since. The position peaked at $116K in Q2 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • New Millennium Group held 2,344 shares of iShares Core Universal USD Bond ETF worth $109K as of Q4 2025.
  • New Millennium Group sold 47 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $2.2K.
  • iShares Core Universal USD Bond ETF made up 0.05% of New Millennium Group's portfolio in Q4 2025, its #97 holding.
  • New Millennium Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • New Millennium Group's iShares Core Universal USD Bond ETF position peaked at $116K in Q2 2025.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.