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ORG Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

ORG Partners’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 		$5.06M Sell
108,788
-2,552
-2% -$119K 0.89% 19
2025
Q3 		$5.28M Sell
111,340
-4,875
-4% -$225K 0.96% 21
2025
Q2 		$5.37M Buy
116,215
+18,287
+19% +$834K 1.14% 16
2025
Q1 		$4.5M Sell
97,928
-433,661
-82% -$19.8M 1.11% 17
2024
Q4 		$24M Buy
531,589
+28,970
+6% +$1.33M 3.26% 6
2024
Q3 		$23.7M Sell
502,619
-87,563
-15% -$4.06M 3.79% 5
2024
Q2 		$26.5M Buy
+590,182
New +$26.5M 3.29% 2
2024
Q1 		– Sell
-480,002
Closed -$22.1M – 795
2023
Q4 		$22.1M Buy
480,002
+450,665
+1,536% +$19.9M 3.7% 2
2023
Q3 		$1.28M Sell
29,337
-575,984
-95% -$25.7M 0.38% 52
2023
Q2 		$27.4M Sell
605,321
-9,278
-2% -$425K 4.44% 1
2023
Q1 		$28.4M Buy
+614,599
New +$28.1M 6.92% 3

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

ORG Partners's IUSB Position: Q4 2025 in Review

ORG Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.3% in Q4 2025, selling an estimated $119K and leaving 108,788 shares worth $5.06M. The position accounts for 0.89% of the portfolio, ranked #19.

ORG Partners first reported a position in IUSB in Q1 2023 and has held it in 11 quarters since. The position peaked at $28.4M in Q1 2023. 843 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

  • ORG Partners held 108,788 shares of iShares Core Universal USD Bond ETF worth $5.06M as of Q4 2025.
  • ORG Partners sold 2,552 iShares Core Universal USD Bond ETF shares in Q4 2025, an estimated $119K.
  • iShares Core Universal USD Bond ETF made up 0.89% of ORG Partners's portfolio in Q4 2025, its #19 holding.
  • ORG Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 11 quarters since.
  • ORG Partners's iShares Core Universal USD Bond ETF position peaked at $28.4M in Q1 2023.
  • 843 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.