NRI
IUSB icon

NFP Retirement Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

NFP Retirement Inc’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
-6,158
Closed -$285K – 310
2025
Q2 		$285K Sell
6,158
-1,975
-24% -$90.1K 0.02% 251
2025
Q1 		$375K Sell
8,133
-1,267
-13% -$57.7K 0.03% 207
2024
Q4 		$425K Buy
9,400
+229
+2% +$10.5K 0.03% 201
2024
Q3 		$432K Sell
9,171
-8,794
-49% -$408K 0.04% 199
2024
Q2 		$812K Buy
17,965
+408
+2% +$18.3K 0.07% 135
2024
Q1 		$800K Buy
17,557
+11,378
+184% +$518K 0.07% 134
2023
Q4 		$285K Sell
6,179
-303
-5% -$13.4K 0.05% 196
2023
Q3 		$283K Buy
6,482
+515
+9% +$23K 0.05% 186
2023
Q2 		$271K Sell
5,967
-64,748
-92% -$2.96M 0.05% 193
2023
Q1 		$3.26M Buy
70,715
+28,135
+66% +$1.29M 0.65% 39
2022
Q4 		$1.91M Buy
42,580
+14,439
+51% +$646K 0.42% 58
2022
Q3 		$1.25M Buy
28,141
+16,196
+136% +$756K 0.31% 71
2022
Q2 		$559K Buy
11,945
+5,317
+80% +$253K 0.14% 124
2022
Q1 		$329K Buy
+6,628
New +$338K 0.08% 171

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

NFP Retirement Inc's IUSB Position: Q3 2025 in Review

NFP Retirement Inc sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 6,158 shares — an estimated $285K sold.

NFP Retirement Inc first reported a position in IUSB in Q1 2022 and held it in 14 quarters. The position peaked at $3.26M in Q1 2023. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • NFP Retirement Inc reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 6,158 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $285K.
  • NFP Retirement Inc first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and held it in 14 quarters.
  • NFP Retirement Inc's iShares Core Universal USD Bond ETF position peaked at $3.26M in Q1 2023.
  • 754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on NFP Retirement Inc's 13F filing for Q3 2025, filed 14 Nov 2025.