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Beacon Pointe Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Beacon Pointe 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 		$606K Buy
13,123
+6,214
+90% +$290K ﹤0.01% 1213
2025
Q4 		$322K Buy
6,909
+1,291
+23% +$60.3K ﹤0.01% 1233
2025
Q3 		$262K Buy
5,618
+922
+20% +$42.6K ﹤0.01% 1229
2025
Q2 		$217K Hold
4,696
– – ﹤0.01% 1163
2025
Q1 		$216K Sell
4,696
-73
-2% -$3.33K ﹤0.01% 1128
2024
Q4 		$216K Buy
+4,769
New +$219K ﹤0.01% 1124
2024
Q2 		– Sell
-6,735
Closed -$307K – 1334
2024
Q1 		$307K Buy
6,735
+2,125
+46% +$96.7K ﹤0.01% 1103
2023
Q4 		$212K Sell
4,610
-567
-11% -$25.1K ﹤0.01% 1202
2023
Q3 		$226K Buy
+5,177
New +$231K ﹤0.01% 1180
2023
Q2 		– Sell
-67,170
Closed -$3.1M – 1140
2023
Q1 		$3.1M Buy
67,170
+62,645
+1,384% +$2.87M 0.05% 301
2022
Q4 		$203K Buy
+4,525
New +$202K ﹤0.01% 995

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

Beacon Pointe Advisors's IUSB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 90% in Q1 2026, buying an estimated $290K and bringing the position to 13,123 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Beacon Pointe Advisors first reported a position in IUSB in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.1M in Q1 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Beacon Pointe Advisors held 13,123 shares of iShares Core Universal USD Bond ETF worth $606K as of Q1 2026.
  • Beacon Pointe Advisors bought 6,214 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $290K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1213 holding.
  • Beacon Pointe Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's iShares Core Universal USD Bond ETF position peaked at $3.1M in Q1 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.