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

Bernard 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 		$19.6K Hold
425
– – 0.01% 189
2025
Q4 		$19.8K Hold
425
– – 0.01% 190
2025
Q3 		$19.9K Hold
425
– – 0.01% 184
2025
Q2 		$19.6K Hold
425
– – 0.01% 179
2025
Q1 		$19.6K Hold
425
– – 0.01% 184
2024
Q4 		$19.2K Buy
+425
New +$19.5K 0.01% 179

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

Bernard Wealth Management's IUSB Position: Q1 2026 in Review

Bernard Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 425 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #189.

Bernard Wealth Management first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.9K in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Bernard Wealth Management held 425 shares of iShares Core Universal USD Bond ETF worth $19.6K as of Q1 2026.
  • Bernard Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Bernard Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's iShares Core Universal USD Bond ETF position peaked at $19.9K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.