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Atria Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Atria Investments’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 		$49.5M Buy
1,072,619
+30,827
+3% +$1.44M 0.55% 33
2025
Q4 		$48.5M Buy
1,041,792
+6,181
+0.6% +$289K 0.55% 29
2025
Q3 		$48.4M Sell
1,035,611
-150,883
-13% -$6.98M 0.55% 29
2025
Q2 		$54.9M Sell
1,186,494
-182,163
-13% -$8.31M 0.65% 21
2025
Q1 		$63.1M Buy
1,368,657
+166,202
+14% +$7.57M 0.81% 14
2024
Q4 		$54.4M Sell
1,202,455
-266,304
-18% -$12.2M 0.68% 19
2024
Q3 		$69.2M Buy
1,468,759
+215,622
+17% +$10M 0.86% 12
2024
Q2 		$56.7M Sell
1,253,137
-161,741
-11% -$7.27M 0.73% 16
2024
Q1 		$64.5M Buy
1,414,878
+406,155
+40% +$18.5M 0.89% 13
2023
Q4 		$46.5M Sell
1,008,723
-11,912
-1% -$526K 0.72% 19
2023
Q3 		$44.6M Buy
1,020,635
+9,953
+1% +$445K 0.79% 14
2023
Q2 		$46M Buy
1,010,682
+25,123
+3% +$1.15M 0.83% 12
2023
Q1 		$45.5M Buy
985,559
+200,228
+25% +$9.16M 0.86% 12
2022
Q4 		$35.3M Buy
785,331
+149,778
+24% +$6.7M 0.72% 19
2022
Q3 		$28.3M Sell
635,553
-139,190
-18% -$6.49M 0.62% 26
2022
Q2 		$36.3M Sell
774,743
-78,253
-9% -$3.72M 0.76% 16
2022
Q1 		$42.3M Buy
852,996
+157,047
+23% +$8M 0.74% 18
2021
Q4 		$36.8M Sell
695,949
-40,858
-6% -$2.17M 0.66% 21
2021
Q3 		$39.2M Buy
736,807
+83,036
+13% +$4.46M 0.71% 19
2021
Q2 		$35M Buy
653,771
+160,855
+33% +$8.54M 0.67% 22
2021
Q1 		$26M Buy
492,916
+435,384
+757% +$23.3M 0.58% 28
2020
Q4 		$3.14M Buy
+57,532
New +$3.13M 0.08% 285
2020
Q2 		– Sell
-11,557
Closed -$607K – 663
2020
Q1 		$607K Sell
11,557
-10,730
-48% -$563K 0.05% 307
2019
Q4 		$1.16M Sell
22,287
-3,736
-14% -$195K 0.03% 476
2019
Q3 		$1.36M Buy
26,023
+617
+2% +$32.1K 0.05% 321
2019
Q2 		$1.33M Buy
25,406
+3,377
+15% +$171K 0.05% 318
2019
Q1 		$1.11M Buy
+22,029
New +$1.1M 0.05% 327

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

Atria Investments's IUSB Position: Q1 2026 in Review

Atria Investments increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3% in Q1 2026, buying an estimated $1.44M and bringing the position to 1,072,619 shares worth $49.5M. The position accounts for 0.55% of the portfolio, ranked #33.

Atria Investments first reported a position in IUSB in Q1 2019 and has held it in 27 quarters since. The position peaked at $69.2M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Atria Investments held 1,072,619 shares of iShares Core Universal USD Bond ETF worth $49.5M as of Q1 2026.
  • Atria Investments bought 30,827 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.44M.
  • iShares Core Universal USD Bond ETF made up 0.55% of Atria Investments's portfolio in Q1 2026, its #33 holding.
  • Atria Investments first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 27 quarters since.
  • Atria Investments's iShares Core Universal USD Bond ETF position peaked at $69.2M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.