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

Westmount 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
Q2 		– Sell
-4,908
Closed -$226K – 249
2025
Q1 		$226K Buy
+4,908
New +$224K 0.07% 218

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Westmount Partners's IUSB Position: Q2 2025 in Review

Westmount Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 4,908 shares — an estimated $226K sold.

Westmount Partners first reported a position in IUSB in Q1 2025 and held it in 1 quarter. The position peaked at $226K in Q1 2025. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Westmount Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Westmount Partners sold 4,908 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $226K.
  • Westmount Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and held it in 1 quarter.
  • Westmount Partners's iShares Core Universal USD Bond ETF position peaked at $226K in Q1 2025.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Westmount Partners's 13F filing for Q2 2025, filed 9 Jul 2025.