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NWAM LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

NWAM LLC’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
2026
Q1 		$1.23M Buy
26,696
+4,955
+23% +$231K 0.07% 258
2025
Q4 		$1.02M Sell
21,741
-9,458
-30% -$442K 0.06% 275
2025
Q3 		$1.47M Sell
31,199
-5,259
-14% -$243K 0.08% 224
2025
Q2 		$1.68M Sell
36,458
-16,116
-31% -$735K 0.1% 200
2025
Q1 		$2.42M Sell
52,574
-6,608
-11% -$301K 0.21% 105
2024
Q4 		$2.68M Sell
59,182
-6,340
-10% -$291K 0.17% 137
2024
Q3 		$3.09M Buy
+65,522
New +$3.04M 0.19% 117
2024
Q2 		– Sell
-56,506
Closed -$2.54M – 341
2024
Q1 		$2.54M Buy
56,506
+18,062
+47% +$822K 0.21% 108
2023
Q4 		$1.77M Sell
38,444
-14,203
-27% -$628K 0.14% 142
2023
Q3 		$2.3M Sell
52,647
-1,406
-3% -$62.8K 0.23% 95
2023
Q2 		$2.46M Sell
54,053
-178,742
-77% -$8.18M 0.2% 110
2023
Q1 		$10.7M Buy
232,795
+72,461
+45% +$3.32M 1.09% 13
2022
Q4 		$7.2M Sell
160,334
-52,943
-25% -$2.37M 0.64% 22
2022
Q3 		$9.49M Buy
213,277
+69,503
+48% +$3.24M 0.91% 19
2022
Q2 		$6.78M Sell
143,774
-39,205
-21% -$1.86M 0.63% 30
2022
Q1 		$9.08M Buy
182,979
+10,256
+6% +$523K 0.7% 26
2021
Q4 		$9.14M Buy
172,723
+21,003
+14% +$1.11M 0.72% 25
2021
Q3 		$8.08M Buy
151,720
+6,673
+5% +$358K 0.73% 22
2021
Q2 		$7.76M Buy
145,047
+30,159
+26% +$1.6M 0.72% 24
2021
Q1 		$6.06M Buy
+114,888
New +$6.16M 0.6% 33

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

NWAM LLC's IUSB Position: Q1 2026 in Review

NWAM LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q1 2026, buying an estimated $231K and bringing the position to 26,696 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #258.

NWAM LLC first reported a position in IUSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $10.7M in Q1 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • NWAM LLC held 26,696 shares of iShares Core Universal USD Bond ETF worth $1.23M as of Q1 2026.
  • NWAM LLC bought 4,955 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $231K.
  • iShares Core Universal USD Bond ETF made up 0.07% of NWAM LLC's portfolio in Q1 2026, its #258 holding.
  • NWAM LLC first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • NWAM LLC's iShares Core Universal USD Bond ETF position peaked at $10.7M in Q1 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.