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Ausdal Financial Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ausdal Financial Partners’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 		$1.92M Buy
41,658
+3,194
+8% +$149K 0.09% 231
2025
Q4 		$1.79M Sell
38,464
-2,089
-5% -$97.6K 0.08% 238
2025
Q3 		$1.89M Buy
40,553
+25,504
+169% +$1.18M 0.09% 223
2025
Q2 		$696K Buy
15,049
+4,846
+47% +$221K 0.05% 338
2025
Q1 		$470K Buy
10,203
+1,137
+13% +$51.8K 0.04% 406
2024
Q4 		$410K Sell
9,066
-677
-7% -$31.1K 0.04% 398
2024
Q3 		$459K Buy
9,743
+1,956
+25% +$90.8K 0.05% 330
2024
Q2 		$352K Sell
7,787
-459
-6% -$20.6K 0.04% 351
2024
Q1 		$376K Buy
8,246
+2,991
+57% +$136K 0.04% 327
2023
Q4 		$242K Buy
5,255
+625
+13% +$27.6K 0.03% 386
2023
Q3 		$202K Sell
4,630
-1,380
-23% -$61.7K 0.03% 401
2023
Q2 		$273K Sell
6,010
-3,776
-39% -$173K 0.04% 343
2023
Q1 		$452K Buy
9,786
+1,554
+19% +$71.1K 0.06% 263
2022
Q4 		$370K Buy
8,232
+2,553
+45% +$114K 0.05% 290
2022
Q3 		$253K Sell
5,679
-200
-3% -$9.33K 0.04% 366
2022
Q2 		$275K Sell
5,879
-831
-12% -$39.5K 0.04% 359
2022
Q1 		$333K Sell
6,710
-152
-2% -$7.75K 0.05% 349
2021
Q4 		$363K Buy
6,862
+1,696
+33% +$89.9K 0.05% 342
2021
Q3 		$275K Buy
5,166
+1,205
+30% +$64.7K 0.04% 377
2021
Q2 		$212K Buy
+3,961
New +$210K 0.03% 423

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

Ausdal Financial Partners's IUSB Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.3% in Q1 2026, buying an estimated $149K and bringing the position to 41,658 shares worth $1.92M. The position accounts for 0.09% of the portfolio, ranked #231.

Ausdal Financial Partners first reported a position in IUSB in Q2 2021 and has held it in 20 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Ausdal Financial Partners held 41,658 shares of iShares Core Universal USD Bond ETF worth $1.92M as of Q1 2026.
  • Ausdal Financial Partners bought 3,194 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $149K.
  • iShares Core Universal USD Bond ETF made up 0.09% of Ausdal Financial Partners's portfolio in Q1 2026, its #231 holding.
  • Ausdal Financial Partners first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.