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Bennett Associates Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bennett Associates 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 		$6.61M Buy
143,071
+1,980
+1% +$92.3K 4.45% 9
2025
Q4 		$6.57M Buy
141,091
+5,638
+4% +$264K 4.55% 8
2025
Q3 		$6.33M Buy
135,453
+25,999
+24% +$1.2M 4.59% 9
2025
Q2 		$5.06M Sell
109,454
-1,300
-1% -$59.3K 3.89% 10
2025
Q1 		$5.1M Buy
110,754
+4,295
+4% +$196K 4.21% 9
2024
Q4 		$4.81M Buy
106,459
+24,657
+30% +$1.13M 3.99% 9
2024
Q3 		$3.85M Buy
81,802
+3,428
+4% +$159K 3.16% 11
2024
Q2 		$3.54M Buy
78,374
+1,987
+3% +$89.3K 3.19% 12
2024
Q1 		$3.48M Buy
76,387
+5,739
+8% +$261K 3.14% 12
2023
Q4 		$3.25M Buy
+70,648
New +$3.12M 3.18% 10

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

Bennett Associates Wealth Management's IUSB Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.4% in Q1 2026, buying an estimated $92.3K and bringing the position to 143,071 shares worth $6.61M. The position accounts for 4.45% of the portfolio, ranked #9.

Bennett Associates Wealth Management first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Bennett Associates Wealth Management held 143,071 shares of iShares Core Universal USD Bond ETF worth $6.61M as of Q1 2026.
  • Bennett Associates Wealth Management bought 1,980 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $92.3K.
  • iShares Core Universal USD Bond ETF made up 4.45% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Bennett Associates Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.