Barnes Wealth Management Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Barnes Wealth Management Group’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	$8.71M	Buy	188,532 +10,553	+6%	+$492K	4.42%	1
2025 Q4	$8.28M	Buy	177,979 +1,031	+0.6%	+$48.2K	4.43%	1
2025 Q3	$8.27M	Sell	176,948 -4,646	-3%	-$215K	4.55%	1
2025 Q2	$8.4M	Sell	181,594 -3,507	-2%	-$160K	4.96%	1
2025 Q1	$8.53M	Buy	185,101 +5,768	+3%	+$263K	5.47%	2
2024 Q4	$8.11M	Buy	+179,333	New	+$8.23M	5.44%	2

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Barnes Wealth Management Group's IUSB Position: Q1 2026 in Review

Barnes Wealth Management Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.9% in Q1 2026, buying an estimated $492K and bringing the position to 188,532 shares worth $8.71M. The position accounts for 4.42% of the portfolio, ranked #1.

Barnes Wealth Management Group first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Barnes Wealth Management Group held 188,532 shares of iShares Core Universal USD Bond ETF worth $8.71M as of Q1 2026.
Barnes Wealth Management Group bought 10,553 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $492K.
iShares Core Universal USD Bond ETF made up 4.42% of Barnes Wealth Management Group's portfolio in Q1 2026, its #1 holding.
Barnes Wealth Management Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.