Blackston Financial Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Blackston Financial Advisory Group’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	$214K	Buy	+4,639	New	+$216K	0.13%	95

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Blackston Financial Advisory Group's IUSB Position: Q1 2026 in Review

Blackston Financial Advisory Group opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q1 2026: 4,639 shares worth $214K. The stake represents 0.13% of the portfolio and ranks #95 among its holdings.

837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Blackston Financial Advisory Group held 4,639 shares of iShares Core Universal USD Bond ETF worth $214K as of Q1 2026.
iShares Core Universal USD Bond ETF was a new Blackston Financial Advisory Group position in Q1 2026.
iShares Core Universal USD Bond ETF made up 0.13% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #95 holding.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.