AmeriFlex Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

AmeriFlex Group’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	$534K	Buy	11,567 +1,303	+13%	+$60.7K	0.27%	80
2025 Q4	$478K	Buy	10,264 +5,022	+96%	+$235K	0.25%	89
2025 Q3	$245K	Sell	5,242 -29,568	-85%	-$1.37M	0.09%	184
2025 Q2	$1.61M	Buy	34,810 +2,251	+7%	+$103K	0.84%	25
2025 Q1	$1.5M	Buy	32,559 +30,902	+1,865%	+$1.41M	0.61%	32
2024 Q4	$75.3K	Buy	+1,657	New	+$76.1K	0.03%	353

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

AmeriFlex Group's IUSB Position: Q1 2026 in Review

AmeriFlex Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 13% in Q1 2026, buying an estimated $60.7K and bringing the position to 11,567 shares worth $534K. The position accounts for 0.27% of the portfolio, ranked #80.

AmeriFlex Group first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q2 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

AmeriFlex Group held 11,567 shares of iShares Core Universal USD Bond ETF worth $534K as of Q1 2026.
AmeriFlex Group bought 1,303 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $60.7K.
iShares Core Universal USD Bond ETF made up 0.27% of AmeriFlex Group's portfolio in Q1 2026, its #80 holding.
AmeriFlex Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares Core Universal USD Bond ETF position peaked at $1.61M in Q2 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.