NWM
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Nova Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Nova Wealth 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
Q3 		– Sell
-14
Closed -$647 – 680
2025
Q2 		$647 Buy
+14
New +$639 ﹤0.01% 697

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Wells Fargo
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LPL Financial
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Northwestern Mutual Wealth Management
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Morgan Stanley
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JP Morgan Chase
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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

Nova Wealth Management's IUSB Position: Q3 2025 in Review

Nova Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 14 shares — an estimated $647 sold.

Nova Wealth Management first reported a position in IUSB in Q2 2025 and held it in 1 quarter. The position peaked at $647 in Q2 2025. 754 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

  • Nova Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Nova Wealth Management sold 14 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $647.
  • Nova Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and held it in 1 quarter.
  • Nova Wealth Management's iShares Core Universal USD Bond ETF position peaked at $647 in Q2 2025.
  • 754 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Nova Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.