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Ascent Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ascent Group’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 		$751K Buy
16,251
+75
+0.5% +$3.5K 0.03% 420
2025
Q4 		$753K Sell
16,176
-1,338
-8% -$62.5K 0.03% 420
2025
Q3 		$818K Sell
17,514
-4,140
-19% -$191K 0.03% 394
2025
Q2 		$1M Buy
21,654
+8,594
+66% +$392K 0.04% 332
2025
Q1 		$602K Buy
13,060
+4,515
+53% +$206K 0.03% 416
2024
Q4 		$386K Sell
8,545
-19,028
-69% -$873K 0.03% 410
2024
Q3 		$1.3M Sell
27,573
-7,087
-20% -$329K 0.1% 251
2024
Q2 		$1.57M Buy
34,660
+252
+0.7% +$11.3K 0.13% 214
2024
Q1 		$1.57M Sell
34,408
-12
-0% -$546 0.14% 219
2023
Q4 		$1.56M Buy
34,420
+2,356
+7% +$104K 0.15% 193
2023
Q3 		$1.4M Buy
32,064
+444
+1% +$19.8K 0.15% 191
2023
Q2 		$1.42M Sell
31,620
-2,509
-7% -$115K 0.16% 189
2023
Q1 		$1.58M Buy
34,129
+8,257
+32% +$378K 0.17% 173
2022
Q4 		$1.16M Buy
25,872
+1,392
+6% +$62.3K 0.14% 203
2022
Q3 		$1.07M Buy
24,480
+6,183
+34% +$288K 0.13% 202
2022
Q2 		$877K Buy
18,297
+2,257
+14% +$107K 0.1% 223
2022
Q1 		$796K Buy
16,040
+3,186
+25% +$162K 0.09% 245
2021
Q4 		$669K Buy
+12,854
New +$682K 0.09% 255

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

Ascent Group's IUSB Position: Q1 2026 in Review

Ascent Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.46% in Q1 2026, buying an estimated $3.5K and bringing the position to 16,251 shares worth $751K. The position accounts for 0.03% of the portfolio, ranked #420.

Ascent Group first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.58M in Q1 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Ascent Group held 16,251 shares of iShares Core Universal USD Bond ETF worth $751K as of Q1 2026.
  • Ascent Group bought 75 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $3.5K.
  • iShares Core Universal USD Bond ETF made up 0.03% of Ascent Group's portfolio in Q1 2026, its #420 holding.
  • Ascent Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Ascent Group's iShares Core Universal USD Bond ETF position peaked at $1.58M in Q1 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.