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

Able 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
2026
Q1 		$4.84M Buy
104,718
+26,447
+34% +$1.23M 1.29% 24
2025
Q4 		$3.64M Buy
78,271
+14,868
+23% +$695K 1.15% 27
2025
Q3 		$2.96M Buy
63,403
+9,942
+19% +$460K 1.11% 28
2025
Q2 		$2.47M Buy
53,461
+11,260
+27% +$514K 1.25% 22
2025
Q1 		$1.94M Buy
42,201
+3,708
+10% +$169K 1.15% 25
2024
Q4 		$1.74M Buy
38,493
+25,037
+186% +$1.15M 1.14% 21
2024
Q3 		$634K Buy
+13,456
New +$624K 0.48% 48
2024
Q2 		– Sell
-5,190
Closed -$237K – 87
2024
Q1 		$237K Sell
5,190
-567
-10% -$25.8K 0.21% 79
2023
Q4 		$265K Buy
+5,757
New +$254K 0.24% 64

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Able Wealth Management's IUSB Position: Q1 2026 in Review

Able Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 34% in Q1 2026, buying an estimated $1.23M and bringing the position to 104,718 shares worth $4.84M. The position accounts for 1.29% of the portfolio, ranked #24.

Able Wealth Management first reported a position in IUSB in Q4 2023 and has held it in 9 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Able Wealth Management held 104,718 shares of iShares Core Universal USD Bond ETF worth $4.84M as of Q1 2026.
  • Able Wealth Management bought 26,447 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.23M.
  • iShares Core Universal USD Bond ETF made up 1.29% of Able Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Able Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.