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Bay Harbor Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bay Harbor Wealth Management’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 		$21.3M Buy
460,907
+13,604
+3% +$634K 5.52% 2
2025
Q4 		$20.8M Sell
447,303
-891
-0.2% -$41.6K 5.44% 4
2025
Q3 		$20.9M Sell
448,194
-65,967
-13% -$3.05M 5.66% 4
2025
Q2 		$23.8M Sell
514,161
-39,278
-7% -$1.79M 6.89% 2
2025
Q1 		$25.5M Buy
553,439
+5,306
+1% +$242K 8.06% 1
2024
Q4 		$24.8M Sell
548,133
-43,596
-7% -$2M 8.04% 2
2024
Q3 		$27.9M Buy
591,729
+73,003
+14% +$3.39M 9.11% 1
2024
Q2 		$23.5M Sell
518,726
-2,746
-0.5% -$123K 8.18% 2
2024
Q1 		$23.8M Buy
521,472
+140,074
+37% +$6.37M 8.54% 2
2023
Q4 		$17.6M Sell
381,398
-20,402
-5% -$902K 6.71% 5
2023
Q3 		$17.6M Sell
401,800
-41,433
-9% -$1.85M 7.39% 4
2023
Q2 		$20.2M Sell
443,233
-6,465
-1% -$296K 8.22% 4
2023
Q1 		$20.8M Buy
449,698
+89,670
+25% +$4.1M 8.81% 2
2022
Q4 		$16.2M Buy
360,028
+54,902
+18% +$2.46M 7.25% 5
2022
Q3 		$13.6M Buy
305,126
+56,971
+23% +$2.66M 6.4% 8
2022
Q2 		$11.6M Sell
248,155
-17,789
-7% -$845K 5.25% 8
2022
Q1 		$13.2M Buy
265,944
+6,858
+3% +$350K 5.34% 8
2021
Q4 		$13.3M Buy
259,086
+71,999
+38% +$3.82M 5.35% 8
2021
Q3 		$9.96M Buy
187,087
+25,280
+16% +$1.36M 4.2% 8
2021
Q2 		$8.65M Buy
161,807
+47,891
+42% +$2.54M 3.69% 10
2021
Q1 		$6.01M Buy
+113,916
New +$6.1M 2.76% 13

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

Bay Harbor Wealth Management's IUSB Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3% in Q1 2026, buying an estimated $634K and bringing the position to 460,907 shares worth $21.3M. The position accounts for 5.52% of the portfolio, ranked #2.

Bay Harbor Wealth Management first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $27.9M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Bay Harbor Wealth Management held 460,907 shares of iShares Core Universal USD Bond ETF worth $21.3M as of Q1 2026.
  • Bay Harbor Wealth Management bought 13,604 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $634K.
  • iShares Core Universal USD Bond ETF made up 5.52% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Bay Harbor Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Bay Harbor Wealth Management's iShares Core Universal USD Bond ETF position peaked at $27.9M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.