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Ashton Thomas Private Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ashton Thomas Private Wealth’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 		$8.33M Buy
180,265
+6,837
+4% +$319K 0.2% 110
2025
Q4 		$8.07M Buy
173,428
+16,402
+10% +$767K 0.2% 111
2025
Q3 		$7.33M Buy
157,026
+27,276
+21% +$1.26M 0.19% 124
2025
Q2 		$6M Sell
129,750
-17,781
-12% -$811K 0.21% 119
2025
Q1 		$6.8M Buy
147,531
+14,577
+11% +$664K 0.26% 97
2024
Q4 		$6.01M Buy
132,954
+100,527
+310% +$4.61M 0.23% 103
2024
Q3 		$1.53M Buy
32,427
+3,478
+12% +$161K 0.08% 251
2024
Q2 		$1.31M Sell
28,949
-14,051
-33% -$632K 0.07% 261
2024
Q1 		$1.96M Sell
43,000
-2,440
-5% -$111K 0.11% 206
2023
Q4 		$2.09M Sell
45,440
-9,430
-17% -$417K 0.13% 187
2023
Q3 		$2.4M Buy
54,870
+8,222
+18% +$367K 0.17% 159
2023
Q2 		$2.12M Buy
46,648
+6,691
+17% +$306K 0.16% 156
2023
Q1 		$1.84M Buy
39,957
+24,669
+161% +$1.13M 0.16% 168
2022
Q4 		$687K Buy
15,288
+1,533
+11% +$68.6K 0.07% 298
2022
Q3 		$612K Buy
13,755
+2,368
+21% +$110K 0.07% 293
2022
Q2 		$533K Sell
11,387
-4,905
-30% -$233K 0.06% 305
2022
Q1 		$809K Buy
16,292
+10,244
+169% +$522K 0.07% 281
2021
Q4 		$320K Buy
+6,048
New +$321K 0.03% 381

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

Ashton Thomas Private Wealth's IUSB Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.9% in Q1 2026, buying an estimated $319K and bringing the position to 180,265 shares worth $8.33M. The position accounts for 0.2% of the portfolio, ranked #110.

Ashton Thomas Private Wealth first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Ashton Thomas Private Wealth held 180,265 shares of iShares Core Universal USD Bond ETF worth $8.33M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 6,837 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $319K.
  • iShares Core Universal USD Bond ETF made up 0.2% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #110 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.