Barrett & Company’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Barrett & Company’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	-59	Closed	-$2.77K	–	664
2025 Q4	$2.77K	Buy	+59	New	+$2.76K	﹤0.01%	567
2025 Q2	–	Sell	-133	Closed	-$6.13K	–	648
2025 Q1	$6.13K	Hold	133	–	–	﹤0.01%	481
2024 Q4	$6.01K	Hold	133	–	–	﹤0.01%	477
2024 Q3	$6.27K	Hold	133	–	–	﹤0.01%	463
2024 Q2	$6.01K	Hold	133	–	–	﹤0.01%	471
2024 Q1	$6.06K	Hold	133	–	–	﹤0.01%	475
2023 Q4	$6.13K	Hold	133	–	–	﹤0.01%	456
2023 Q3	$5.81K	Hold	133	–	–	﹤0.01%	471
2023 Q2	$6.05K	Hold	133	–	–	﹤0.01%	456
2023 Q1	$6.14K	Hold	133	–	–	﹤0.01%	430
2022 Q4	$5.98K	Hold	133	–	–	﹤0.01%	430
2022 Q3	$5.98K	Buy	+133	New	+$6.21K	﹤0.01%	430

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Barrett & Company's IUSB Position: Q1 2026 in Review

Barrett & Company sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 59 shares — an estimated $2.77K sold.

Barrett & Company first reported a position in IUSB in Q3 2022 and held it in 12 quarters. The position peaked at $6.27K in Q3 2024. 840 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Barrett & Company reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
Barrett & Company sold 59 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.77K.
Barrett & Company first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 12 quarters.
Barrett & Company's iShares Core Universal USD Bond ETF position peaked at $6.27K in Q3 2024.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.