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Aspiriant LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Aspiriant LLC’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 		$778K Buy
16,839
+2,819
+20% +$131K 0.02% 173
2025
Q4 		$652K Sell
14,020
-149
-1% -$6.96K 0.02% 196
2025
Q3 		$662K Sell
14,169
-322
-2% -$14.9K 0.02% 181
2025
Q2 		$670K Sell
14,491
-617
-4% -$28.2K 0.02% 176
2025
Q1 		$696K Sell
15,108
-13,940
-48% -$635K 0.02% 162
2024
Q4 		$1.31M Buy
29,048
+11,218
+63% +$515K 0.05% 125
2024
Q3 		$840K Buy
17,830
+1,567
+10% +$72.7K 0.03% 155
2024
Q2 		$735K Sell
16,263
-982
-6% -$44.2K 0.03% 165
2024
Q1 		$786K Sell
17,245
-461
-3% -$21K 0.03% 157
2023
Q4 		$816K Buy
+17,706
New +$783K 0.04% 156

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

Aspiriant LLC's IUSB Position: Q1 2026 in Review

Aspiriant LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q1 2026, buying an estimated $131K and bringing the position to 16,839 shares worth $778K. The position accounts for 0.02% of the portfolio, ranked #173.

Aspiriant LLC first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Aspiriant LLC held 16,839 shares of iShares Core Universal USD Bond ETF worth $778K as of Q1 2026.
  • Aspiriant LLC bought 2,819 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $131K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #173 holding.
  • Aspiriant LLC first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Aspiriant LLC's iShares Core Universal USD Bond ETF position peaked at $1.31M in Q4 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.