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

Northwest Capital Management’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 		$79.6K Sell
1,710
-6,570
-79% -$307K 0.34% 55
2025
Q3 		$387K Sell
8,280
-22,107
-73% -$1.02M 0.41% 55
2025
Q2 		$1.4M Sell
30,387
-9,331
-23% -$426K 0.76% 35
2025
Q1 		$1.83M Sell
39,718
-6,254
-14% -$285K 0.75% 29
2024
Q4 		$2.08M Sell
45,972
-6,590
-13% -$302K 0.89% 24
2024
Q3 		$2.48M Sell
52,562
-1,992
-4% -$92.4K 0.89% 25
2024
Q2 		$2.47M Sell
54,554
-77,114
-59% -$3.47M 0.9% 21
2024
Q1 		$6M Buy
131,668
+25,779
+24% +$1.17M 1.92% 11
2023
Q4 		$4.88M Sell
105,889
-9,152
-8% -$404K 1.64% 13
2023
Q3 		$5.03M Buy
115,041
+7,144
+7% +$319K 1.94% 14
2023
Q2 		$4.91M Sell
107,897
-3,012
-3% -$138K 2.06% 13
2023
Q1 		$5.12M Sell
110,909
-11,594
-9% -$531K 2.48% 12
2022
Q4 		$5.5M Buy
122,503
+29,526
+32% +$1.32M 2.92% 12
2022
Q3 		$4.14M Buy
92,977
+5,988
+7% +$279K 2.4% 12
2022
Q2 		$4.07M Sell
86,989
-246
-0.3% -$11.7K 2.13% 16
2022
Q1 		$4.33M Buy
87,235
+14,371
+20% +$732K 2.04% 16
2021
Q4 		$3.73M Buy
+72,864
New +$3.86M 1.77% 20

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

Northwest Capital Management's IUSB Position: Q4 2025 in Review

Northwest Capital Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 79% in Q4 2025, selling an estimated $307K and leaving 1,710 shares worth $79.6K. The position accounts for 0.34% of the portfolio, ranked #55.

Northwest Capital Management first reported a position in IUSB in Q4 2021 and has held it in 17 quarters since. The position peaked at $6M in Q1 2024. 840 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • Northwest Capital Management held 1,710 shares of iShares Core Universal USD Bond ETF worth $79.6K as of Q4 2025.
  • Northwest Capital Management sold 6,570 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $307K.
  • iShares Core Universal USD Bond ETF made up 0.34% of Northwest Capital Management's portfolio in Q4 2025, its #55 holding.
  • Northwest Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Northwest Capital Management's iShares Core Universal USD Bond ETF position peaked at $6M in Q1 2024.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.