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Arete Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Arete Wealth 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 		$3.1M Sell
67,127
-2,968
-4% -$138K 0.23% 105
2025
Q4 		$3.26M Sell
70,095
-178
-0.3% -$8.32K 0.2% 108
2025
Q3 		$3.28M Sell
70,273
-5,524
-7% -$255K 0.21% 100
2025
Q2 		$3.5M Sell
75,797
-9,379
-11% -$428K 0.25% 87
2025
Q1 		$3.92M Sell
85,176
-3,468
-4% -$158K 0.3% 73
2024
Q4 		$4.01M Buy
88,644
+27,071
+44% +$1.24M 0.29% 72
2024
Q3 		$2.9M Sell
61,573
-15,230
-20% -$707K 0.25% 84
2024
Q2 		$3.47M Sell
76,803
-2,190
-3% -$98.5K 0.29% 72
2024
Q1 		$3.6M Buy
78,993
+16,190
+26% +$737K 0.33% 71
2023
Q4 		$2.89M Sell
62,803
-52
-0.1% -$2.3K 0.22% 91
2023
Q3 		$2.75M Sell
62,855
-15,851
-20% -$708K 0.48% 47
2023
Q2 		$3.58M Sell
78,706
-1,004
-1% -$45.9K 0.32% 70
2023
Q1 		$3.68M Buy
79,710
+23,930
+43% +$1.1M 0.3% 71
2022
Q4 		$2.51B Buy
55,780
+23,010
+70% +$1.03M 0.22% 93
2022
Q3 		$1.46M Buy
+32,770
New +$1.53M 0.14% 130
2022
Q2 		– Sell
-8,235
Closed -$409K – 508
2022
Q1 		$409K Buy
+8,235
New +$420K 0.03% 326

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

Arete Wealth Advisors's IUSB Position: Q1 2026 in Review

Arete Wealth Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 4.2% in Q1 2026, selling an estimated $138K and leaving 67,127 shares worth $3.1M. The position accounts for 0.23% of the portfolio, ranked #105.

Arete Wealth Advisors first reported a position in IUSB in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.51B in Q4 2022. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Arete Wealth Advisors held 67,127 shares of iShares Core Universal USD Bond ETF worth $3.1M as of Q1 2026.
  • Arete Wealth Advisors sold 2,968 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $138K.
  • iShares Core Universal USD Bond ETF made up 0.23% of Arete Wealth Advisors's portfolio in Q1 2026, its #105 holding.
  • Arete Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Arete Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $2.51B in Q4 2022.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.