BWP
IUSB icon

Balboa Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Balboa Wealth 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 		– Sell
-6,637
Closed -$309K – 475
2025
Q4 		$309K Hold
6,637
– – 0.05% 286
2025
Q3 		$310K Buy
6,637
+1,038
+19% +$48K 0.05% 265
2025
Q2 		$259K Buy
+5,599
New +$255K 0.05% 280

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Balboa Wealth Partners's IUSB Position: Q1 2026 in Review

Balboa Wealth Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 6,637 shares — an estimated $309K sold.

Balboa Wealth Partners first reported a position in IUSB in Q2 2025 and held it in 3 quarters. The position peaked at $310K in Q3 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Balboa Wealth Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 6,637 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $309K.
  • Balboa Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and held it in 3 quarters.
  • Balboa Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $310K in Q3 2025.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.