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Baltimore-Washington Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Baltimore-Washington Financial Advisors’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
-9,962
Closed -$464K – 194
2025
Q4 		$464K Buy
+9,962
New +$466K 0.02% 122

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Baltimore-Washington Financial Advisors's IUSB Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 9,962 shares — an estimated $464K sold.

Baltimore-Washington Financial Advisors first reported a position in IUSB in Q4 2025 and held it in 1 quarter. The position peaked at $464K in Q4 2025. 845 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Baltimore-Washington Financial Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 9,962 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $464K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $464K in Q4 2025.
  • 845 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.