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Advisornet Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advisornet Financial’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 		$664K Sell
14,378
-54
-0.4% -$2.52K 0.03% 328
2025
Q4 		$672K Buy
14,432
+1,479
+11% +$69.1K 0.04% 329
2025
Q3 		$605K Sell
12,953
-2,310
-15% -$107K 0.03% 341
2025
Q2 		$706K Buy
15,263
+308
+2% +$14.1K 0.05% 302
2025
Q1 		$689K Buy
14,955
+2,650
+22% +$121K 0.05% 285
2024
Q4 		$556K Sell
12,305
-99,267
-89% -$4.56M 0.05% 295
2024
Q3 		$5.26M Buy
111,572
+9,814
+10% +$455K 0.39% 58
2024
Q2 		$4.6M Sell
101,758
-2,712
-3% -$122K 0.42% 53
2024
Q1 		$4.76M Buy
104,470
+35,221
+51% +$1.6M 0.46% 42
2023
Q4 		$3.19M Sell
69,249
-1,191
-2% -$52.6K 0.29% 82
2023
Q3 		$3.08M Sell
70,440
-383
-0.5% -$17.1K 0.28% 87
2023
Q2 		$3.22M Buy
70,823
+591
+0.8% +$27K 0.28% 91
2023
Q1 		$3.24M Buy
70,232
+6,701
+11% +$307K 0.3% 85
2022
Q4 		$2.85M Buy
63,531
+7,139
+13% +$319K 0.28% 85
2022
Q3 		$2.51M Sell
56,392
-5,731
-9% -$267K 0.25% 103
2022
Q2 		$2.91M Sell
62,123
-12,969
-17% -$616K 0.29% 92
2022
Q1 		$3.73M Buy
75,092
+22,048
+42% +$1.12M 0.23% 101
2021
Q4 		$2.81M Buy
53,044
+19,242
+57% +$1.02M 0.17% 120
2021
Q3 		$1.8M Buy
33,802
+15,483
+85% +$832K 0.13% 154
2021
Q2 		$980K Buy
18,319
+15,475
+544% +$822K 0.07% 255
2021
Q1 		$150K Sell
2,844
-1,561
-35% -$83.7K 0.01% 636
2020
Q4 		$240K Sell
4,405
-1,742
-28% -$94.6K 0.02% 459
2020
Q3 		$334K Buy
6,147
+358
+6% +$19.6K 0.03% 409
2020
Q2 		$315K Sell
5,789
-3,697
-39% -$198K 0.03% 420
2020
Q1 		$498K Sell
9,486
-7,807
-45% -$410K 0.05% 306
2019
Q4 		$901K Buy
+17,293
New +$902K 0.08% 232
2018
Q2 		– Sell
-238
Closed -$12K – 1614
2018
Q1 		$12K Hold
238
– – ﹤0.01% 1050
2017
Q4 		$12K Buy
+238
New +$12.1K ﹤0.01% 966

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

Advisornet Financial's IUSB Position: Q1 2026 in Review

Advisornet Financial reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.37% in Q1 2026, selling an estimated $2.52K and leaving 14,378 shares worth $664K. The position accounts for 0.03% of the portfolio, ranked #328.

Advisornet Financial first reported a position in IUSB in Q4 2017 and has held it in 28 quarters since. The position peaked at $5.26M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Advisornet Financial held 14,378 shares of iShares Core Universal USD Bond ETF worth $664K as of Q1 2026.
  • Advisornet Financial sold 54 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.52K.
  • iShares Core Universal USD Bond ETF made up 0.03% of Advisornet Financial's portfolio in Q1 2026, its #328 holding.
  • Advisornet Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • Advisornet Financial's iShares Core Universal USD Bond ETF position peaked at $5.26M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.