Alternative Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Alternative Investment Advisors’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	$3.02M	Sell	65,476 -4,292	-6%	-$200K	1.32%	11
2025 Q4	$3.25M	Sell	69,768 -2,706	-4%	-$126K	1.4%	11
2025 Q3	$3.39M	Sell	72,474 -3,445	-5%	-$159K	1.54%	8
2025 Q2	$3.51M	Sell	75,919 -4,126	-5%	-$188K	1.74%	7
2025 Q1	$3.69M	Buy	80,045 +5,797	+8%	+$264K	1.95%	10
2024 Q4	$3.36M	Buy	74,248 +14,966	+25%	+$687K	1.75%	10
2024 Q3	$2.79M	Buy	59,282 +15,169	+34%	+$704K	1.47%	13
2024 Q2	$1.99M	Buy	44,113 +19,984	+83%	+$899K	1.14%	19
2024 Q1	$1.09M	Buy	24,129 +18,829	+355%	+$857K	0.66%	26
2023 Q4	$244K	Sell	5,300 -35,709	-87%	-$1.58M	0.16%	42
2023 Q3	$1.79M	Buy	+41,009	New	+$1.83M	1.25%	28

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Alternative Investment Advisors's IUSB Position: Q1 2026 in Review

Alternative Investment Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 6.2% in Q1 2026, selling an estimated $200K and leaving 65,476 shares worth $3.02M. The position accounts for 1.32% of the portfolio, ranked #11.

Alternative Investment Advisors first reported a position in IUSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.69M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Alternative Investment Advisors held 65,476 shares of iShares Core Universal USD Bond ETF worth $3.02M as of Q1 2026.
Alternative Investment Advisors sold 4,292 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $200K.
iShares Core Universal USD Bond ETF made up 1.32% of Alternative Investment Advisors's portfolio in Q1 2026, its #11 holding.
Alternative Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 11 quarters since.
Alternative Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $3.69M in Q1 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.