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Blueprint Investment Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Blueprint Investment Partners’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 		– Sell
-10,145
Closed -$472K – 138
2025
Q4 		$472K Sell
10,145
-2,186
-18% -$102K 0.05% 110
2025
Q3 		$576K Buy
+12,331
New +$570K 0.08% 106
2025
Q1 		– Sell
-8,284
Closed -$374K – 150
2024
Q4 		$374K Buy
8,284
+39
+0.5% +$1.79K 0.06% 145
2024
Q3 		$389K Buy
+8,245
New +$383K 0.07% 121
2022
Q3 		– Sell
-7,525
Closed -$352K – 173
2022
Q2 		$352K Sell
7,525
-27,436
-78% -$1.3M 0.09% 97
2022
Q1 		$1.74M Sell
34,961
-35,025
-50% -$1.79M 0.45% 54
2021
Q4 		$3.7M Buy
+69,986
New +$3.71M 0.91% 32
2021
Q1 		– Sell
-9
Closed -$507 – 70
2020
Q4 		$507 Sell
9
-9,284
-100% -$504K 0.41% 27
2020
Q3 		$507K Sell
9,293
-15,650
-63% -$855K 0.4% 28
2020
Q2 		$1.35M Sell
24,943
-466
-2% -$25K 0.86% 23
2020
Q1 		$1.33M Buy
+25,409
New +$1.33M 1.36% 18

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

Blueprint Investment Partners's IUSB Position: Q1 2026 in Review

Blueprint Investment Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 10,145 shares — an estimated $472K sold.

Blueprint Investment Partners first reported a position in IUSB in Q1 2020 and held it in 11 quarters. The position peaked at $3.7M in Q4 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Blueprint Investment Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Blueprint Investment Partners sold 10,145 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $472K.
  • Blueprint Investment Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and held it in 11 quarters.
  • Blueprint Investment Partners's iShares Core Universal USD Bond ETF position peaked at $3.7M in Q4 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.