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

Apollon 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 		$10.2M Buy
220,958
+12,865
+6% +$600K 0.17% 126
2025
Q4 		$9.68M Buy
208,093
+8,323
+4% +$389K 0.17% 117
2025
Q3 		$9.33M Buy
199,770
+6,138
+3% +$284K 0.17% 119
2025
Q2 		$8.95M Sell
193,632
-13,799
-7% -$630K 0.18% 112
2025
Q1 		$9.56M Buy
207,431
+22,252
+12% +$1.01M 0.21% 92
2024
Q4 		$8.37M Buy
185,179
+15,308
+9% +$703K 0.19% 97
2024
Q3 		$8M Buy
169,871
+36,550
+27% +$1.7M 0.23% 77
2024
Q2 		$6.03M Sell
133,321
-20,321
-13% -$914K 0.18% 99
2024
Q1 		$7M Buy
153,642
+14,318
+10% +$652K 0.22% 86
2023
Q4 		$6.42M Buy
139,324
+22,963
+20% +$1.01M 0.22% 85
2023
Q3 		$5.09M Sell
116,361
-2,446
-2% -$109K 0.26% 75
2023
Q2 		$5.4M Buy
118,807
+55,937
+89% +$2.56M 0.26% 75
2023
Q1 		$2.9M Buy
62,870
+25,006
+66% +$1.14M 0.18% 117
2022
Q4 		$1.7M Sell
37,864
-229
-0.6% -$10.2K 0.12% 178
2022
Q3 		$1.7M Sell
38,093
-1,882
-5% -$87.8K 0.14% 158
2022
Q2 		$1.87M Sell
39,975
-4,102
-9% -$195K 0.16% 142
2022
Q1 		$2.19M Buy
44,077
+1,396
+3% +$71.1K 0.16% 144
2021
Q4 		$2.26M Buy
+42,681
New +$2.26M 0.17% 141

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

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

Apollon Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6.2% in Q1 2026, buying an estimated $600K and bringing the position to 220,958 shares worth $10.2M. The position accounts for 0.17% of the portfolio, ranked #126.

Apollon Wealth Management first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Apollon Wealth Management held 220,958 shares of iShares Core Universal USD Bond ETF worth $10.2M as of Q1 2026.
  • Apollon Wealth Management bought 12,865 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $600K.
  • iShares Core Universal USD Bond ETF made up 0.17% of Apollon Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Apollon Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.