IUSB — ISHARES TR

Ownership history in CBM Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CBM Financial, LLC reported a position in ISHARES TR (IUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.25% (2025 Q1)
Avg. % of fund
0.25%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,601 +778 +11.4% 0.24% $357K $46.22
2025 Q1 INITIATED 6,823 — — 0.25% $310K $44.18
% of Fund (quarterly)    IUSB price (monthly, adj. close)

Other funds also holding IUSB

As of 2025 Q4 — sorted by position size

Mason & Associates, LLC 29.96% Stash Investments, LLC 17.63% MCMORGAN & CO LLC 3Y 7Y 12.46% LANDMARK WEALTH MANAGEMENT, INC. 11.73% ELEVATION WEALTH PARTNERS, LLC 11.06% ONE Advisory Partners, LLC 3Y 9.51% High Falls Advisors, Inc 3Y 7Y 8.95% Affinity Capital Advisors, LLC 3Y 8.93% MOULTON WEALTH MANAGEMENT, INC 3Y 8.83% GeoWealth Management, LLC 3Y 7.86%
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