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

Aprio 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	$1.22M	Sell	26,503 -2,993	-10%	-$139K	0.07%	170
2025 Q4	$1.37M	Sell	29,496 -5,762	-16%	-$269K	0.08%	156
2025 Q3	$1.65M	Sell	35,258 -2,538	-7%	-$117K	0.16%	88
2025 Q2	$1.75M	Sell	37,796 -23,684	-39%	-$1.08M	0.2%	75
2025 Q1	$2.83M	Buy	+61,480	New	+$2.8M	0.35%	51
2024 Q1	–	Sell	-9,447	Closed	-$435K	–	257
2023 Q4	$435K	Buy	9,447 +1,798	+24%	+$79.5K	0.1%	103
2023 Q3	$334K	Buy	+7,649	New	+$342K	0.09%	105

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

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

Aprio Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 10% in Q1 2026, selling an estimated $139K and leaving 26,503 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #170.

Aprio Wealth Management first reported a position in IUSB in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.83M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Aprio Wealth Management held 26,503 shares of iShares Core Universal USD Bond ETF worth $1.22M as of Q1 2026.
Aprio Wealth Management sold 2,993 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $139K.
iShares Core Universal USD Bond ETF made up 0.07% of Aprio Wealth Management's portfolio in Q1 2026, its #170 holding.
Aprio Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 7 quarters since.
Aprio Wealth Management's iShares Core Universal USD Bond ETF position peaked at $2.83M in Q1 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.