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

Arlington Financial 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 		– Sell
-5,062
Closed -$236K – 101
2025
Q4 		$236K Sell
5,062
-251
-5% -$11.7K 0.03% 94
2025
Q3 		$248K Sell
5,313
-53
-1% -$2.45K 0.04% 99
2025
Q2 		$248K Buy
+5,366
New +$245K 0.04% 77

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Arlington Financial Advisors's IUSB Position: Q1 2026 in Review

Arlington Financial Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 5,062 shares — an estimated $236K sold.

Arlington Financial Advisors first reported a position in IUSB in Q2 2025 and held it in 3 quarters. The position peaked at $248K in Q3 2025. 845 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Arlington Financial Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Arlington Financial Advisors sold 5,062 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $236K.
  • Arlington Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and held it in 3 quarters.
  • Arlington Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $248K in Q3 2025.
  • 845 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.