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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
Q2 		$1.73M Buy
37,547
+10,851
+41% +$500K 0.09% 227
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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NWAM LLC's IUSB Position: Q2 2026 in Review

NWAM LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 41% in Q2 2026, buying an estimated $500K and bringing the position to 37,547 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #227.

NWAM LLC first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.7M in Q1 2023. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • NWAM LLC held 37,547 shares of iShares Core Universal USD Bond ETF worth $1.73M as of Q2 2026.
  • NWAM LLC bought 10,851 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $500K.
  • iShares Core Universal USD Bond ETF made up 0.09% of NWAM LLC's portfolio in Q2 2026, its #227 holding.
  • NWAM LLC first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • NWAM LLC's iShares Core Universal USD Bond ETF position peaked at $10.7M in Q1 2023.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.