BSSFA
IUSB icon

Baron Silver Stevens Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Baron Silver Stevens 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 		$352K Hold
7,613
– – 0.05% 95
2025
Q4 		$354K Sell
7,613
-8,791
-54% -$411K 0.05% 96
2025
Q3 		$766K Sell
16,404
-1,408
-8% -$65.1K 0.11% 69
2025
Q2 		$823K Buy
17,812
+10,532
+145% +$481K 0.13% 65
2025
Q1 		$335K Hold
7,280
– – 0.06% 89
2024
Q4 		$329K Sell
7,280
-291
-4% -$13.4K 0.06% 88
2024
Q3 		$357K Hold
7,571
– – 0.06% 80
2024
Q2 		$342K Sell
7,571
-10,061
-57% -$452K 0.06% 82
2024
Q1 		$804K Buy
17,632
+10,342
+142% +$471K 0.16% 57
2023
Q4 		$336K Buy
7,290
+2,508
+52% +$111K 0.07% 79
2023
Q3 		$209K Hold
4,782
– – 0.05% 105
2023
Q2 		$217K Buy
+4,782
New +$219K 0.05% 102
2023
Q1 		– Sell
-4,782
Closed -$215K – 106
2022
Q4 		$215K Buy
+4,782
New +$214K 0.05% 91
2022
Q3 		– Sell
-13,210
Closed -$618K – 125
2022
Q2 		$618K Buy
13,210
+3,420
+35% +$163K 0.16% 49
2022
Q1 		$485K Sell
9,790
-8,643
-47% -$440K 0.11% 54
2021
Q4 		$975K Buy
18,433
+430
+2% +$22.8K 0.23% 34
2021
Q3 		$958K Sell
18,003
-2,515
-12% -$135K 0.26% 34
2021
Q2 		$1.1M Buy
20,518
+15,209
+286% +$808K 0.3% 36
2021
Q1 		$280K Buy
5,309
+1,571
+42% +$84.2K 0.15% 38
2020
Q4 		$204K Buy
+3,738
New +$203K 0.07% 62

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

Baron Silver Stevens Financial Advisors's IUSB Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 7,613 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #95.

Baron Silver Stevens Financial Advisors first reported a position in IUSB in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.1M in Q2 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 7,613 shares of iShares Core Universal USD Bond ETF worth $352K as of Q1 2026.
  • Baron Silver Stevens Financial Advisors left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core Universal USD Bond ETF made up 0.05% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #95 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Baron Silver Stevens Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $1.1M in Q2 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.