BA
IUSB icon

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

Bellwether 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 		$285K Buy
6,161
+56
+0.9% +$2.61K 0.05% 136
2025
Q4 		$284K Sell
6,105
-1,426
-19% -$66.7K 0.05% 112
2025
Q3 		$352K Hold
7,531
– – 0.06% 109
2025
Q2 		$348K Sell
7,531
-187
-2% -$8.53K 0.06% 96
2025
Q1 		$356K Sell
7,718
-1,252
-14% -$57.1K 0.07% 95
2024
Q4 		$405K Sell
8,970
-178
-2% -$8.17K 0.07% 96
2024
Q3 		$431K Sell
9,148
-105
-1% -$4.87K 0.08% 90
2024
Q2 		$418K Sell
9,253
-834
-8% -$37.5K 0.09% 91
2024
Q1 		$460K Hold
10,087
– – 0.1% 94
2023
Q4 		$465K Sell
10,087
-376
-4% -$16.6K 0.11% 91
2023
Q3 		$457K Hold
10,463
– – 0.12% 88
2023
Q2 		$476K Sell
10,463
-809
-7% -$37K 0.14% 63
2023
Q1 		$520K Sell
11,272
-4,901
-30% -$224K 0.14% 91
2022
Q4 		$727K Sell
16,173
-7,716
-32% -$345K 0.21% 85
2022
Q3 		$1.06M Sell
23,889
-3,365
-12% -$157K 0.35% 55
2022
Q2 		$1.28M Sell
27,254
-6,075
-18% -$289K 0.41% 52
2022
Q1 		$1.65M Sell
33,329
-657
-2% -$33.5K 0.49% 43
2021
Q4 		$1.8M Sell
33,986
-13,211
-28% -$700K 0.56% 36
2021
Q3 		$2.51M Sell
47,197
-253
-0.5% -$13.6K 0.84% 24
2021
Q2 		$2.54M Sell
47,450
-1,021
-2% -$54.2K 0.88% 29
2021
Q1 		$2.56M Buy
48,471
+2,490
+5% +$133K 1.01% 29
2020
Q4 		$2.51M Buy
+45,981
New +$2.5M 1.1% 28

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

Bellwether Advisors's IUSB Position: Q1 2026 in Review

Bellwether Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.92% in Q1 2026, buying an estimated $2.61K and bringing the position to 6,161 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #136.

Bellwether Advisors first reported a position in IUSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.56M in Q1 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Bellwether Advisors held 6,161 shares of iShares Core Universal USD Bond ETF worth $285K as of Q1 2026.
  • Bellwether Advisors bought 56 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.61K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Bellwether Advisors's portfolio in Q1 2026, its #136 holding.
  • Bellwether Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Bellwether Advisors's iShares Core Universal USD Bond ETF position peaked at $2.56M in Q1 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.