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

Quadcap 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
Q1 		– Sell
-8,003
Closed -$362K – 396
2024
Q4 		$362K Sell
8,003
-4,990
-38% -$229K 0.05% 284
2024
Q3 		$612K Buy
12,993
+3,524
+37% +$164K 0.1% 218
2024
Q2 		$428K Sell
9,469
-39
-0.4% -$1.75K 0.08% 266
2024
Q1 		$433K Buy
9,508
+1,014
+12% +$46.1K 0.1% 228
2023
Q4 		$391K Buy
+8,494
New +$375K 0.1% 233

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Quadcap Wealth Management's IUSB Position: Q1 2025 in Review

Quadcap Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2025, closing a stake of 8,003 shares — an estimated $362K sold.

Quadcap Wealth Management first reported a position in IUSB in Q4 2023 and held it in 5 quarters. The position peaked at $612K in Q3 2024. 730 funds tracked by Wall St. Rank hold IUSB as of Q1 2025.

  • Quadcap Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Quadcap Wealth Management sold 8,003 iShares Core Universal USD Bond ETF shares in Q1 2025, an estimated $362K.
  • Quadcap Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 5 quarters.
  • Quadcap Wealth Management's iShares Core Universal USD Bond ETF position peaked at $612K in Q3 2024.
  • 730 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2025.

Based on Quadcap Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.