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BOK Financial Private Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

BOK Financial Private Wealth’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 		$110K Buy
2,380
+64
+3% +$2.98K 0.01% 210
2025
Q4 		$108K Sell
2,316
-1,971
-46% -$92.1K 0.01% 216
2025
Q3 		$200K Sell
4,287
-228
-5% -$10.5K 0.01% 172
2025
Q2 		$209K Buy
4,515
+30
+0.7% +$1.37K 0.01% 174
2025
Q1 		$207K Sell
4,485
-4,101
-48% -$187K 0.02% 170
2024
Q4 		$388K Sell
8,586
-3,357
-28% -$154K 0.03% 140
2024
Q3 		$563K Sell
11,943
-1,584
-12% -$73.5K 0.04% 126
2024
Q2 		$612K Sell
13,527
-164
-1% -$7.37K 0.04% 119
2024
Q1 		$624K Sell
13,691
-731
-5% -$33.3K 0.05% 119
2023
Q4 		$664K Sell
14,422
-4,002
-22% -$177K 0.05% 109
2023
Q3 		$805K Sell
18,424
-1,826
-9% -$81.6K 0.07% 101
2023
Q2 		$921K Sell
20,250
-1,137
-5% -$52K 0.08% 98
2023
Q1 		$987K Sell
21,387
-4,537
-18% -$208K 0.08% 102
2022
Q4 		$1.16M Buy
25,924
+14,221
+122% +$636K 0.1% 95
2022
Q3 		$521K Buy
11,703
+3,805
+48% +$178K 0.05% 126
2022
Q2 		$370K Buy
7,898
+401
+5% +$19.1K 0.03% 141
2022
Q1 		$372K Sell
7,497
-9,890
-57% -$504K 0.03% 200
2021
Q4 		$920K Sell
17,387
-934
-5% -$49.5K 0.06% 134
2021
Q3 		$975K Sell
18,321
-1,019
-5% -$54.7K 0.08% 112
2021
Q2 		$1.03M Sell
19,340
-9,668
-33% -$514K 0.08% 106
2021
Q1 		$1.53M Buy
29,008
+14,788
+104% +$792K 0.14% 88
2020
Q4 		$776K Buy
+14,220
New +$773K 0.07% 105

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

BOK Financial Private Wealth's IUSB Position: Q1 2026 in Review

BOK Financial Private Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.8% in Q1 2026, buying an estimated $2.98K and bringing the position to 2,380 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #210.

BOK Financial Private Wealth first reported a position in IUSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.53M in Q1 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • BOK Financial Private Wealth held 2,380 shares of iShares Core Universal USD Bond ETF worth $110K as of Q1 2026.
  • BOK Financial Private Wealth bought 64 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.98K.
  • iShares Core Universal USD Bond ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #210 holding.
  • BOK Financial Private Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • BOK Financial Private Wealth's iShares Core Universal USD Bond ETF position peaked at $1.53M in Q1 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.