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

Argent 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 		$1.48M Sell
32,087
-1,752
-5% -$81.6K 0.4% 65
2025
Q4 		$1.57M Buy
33,839
+1,957
+6% +$91.5K 0.44% 58
2025
Q3 		$1.49M Buy
31,882
+3,212
+11% +$149K 0.44% 61
2025
Q2 		$1.33M Sell
28,670
-2,873
-9% -$131K 0.41% 65
2025
Q1 		$1.45M Buy
31,543
+3,237
+11% +$148K 0.49% 57
2024
Q4 		$1.28M Sell
28,306
-774
-3% -$35.5K 0.47% 58
2024
Q3 		$1.37M Buy
29,080
+2,054
+8% +$95.3K 0.51% 54
2024
Q2 		$1.22M Sell
27,026
-890
-3% -$40K 0.49% 57
2024
Q1 		$1.27M Buy
27,916
+2,282
+9% +$104K 0.5% 52
2023
Q4 		$1.18M Sell
25,634
-2,501
-9% -$111K 0.52% 52
2023
Q3 		$1.23M Buy
28,135
+834
+3% +$37.3K 0.56% 44
2023
Q2 		$1.24M Buy
27,301
+843
+3% +$38.6K 0.57% 45
2023
Q1 		$1.22M Buy
+26,458
New +$1.21M 0.58% 47

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

Argent Advisors's IUSB Position: Q1 2026 in Review

Argent Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.2% in Q1 2026, selling an estimated $81.6K and leaving 32,087 shares worth $1.48M. The position accounts for 0.4% of the portfolio, ranked #65.

Argent Advisors first reported a position in IUSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.57M in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Argent Advisors held 32,087 shares of iShares Core Universal USD Bond ETF worth $1.48M as of Q1 2026.
  • Argent Advisors sold 1,752 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $81.6K.
  • iShares Core Universal USD Bond ETF made up 0.4% of Argent Advisors's portfolio in Q1 2026, its #65 holding.
  • Argent Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Argent Advisors's iShares Core Universal USD Bond ETF position peaked at $1.57M in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.