Bush Investment Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bush Investment 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	$2.18M	Buy	47,230 +3,190	+7%	+$149K	1.19%	19
2025 Q4	$2.05M	Sell	44,040 -88	-0.2%	-$4.11K	1.15%	20
2025 Q3	$2.06M	Sell	44,128 -8,339	-16%	-$386K	1.22%	20
2025 Q2	$2.43M	Sell	52,467 -12,319	-19%	-$562K	1.63%	17
2025 Q1	$2.99M	Buy	64,786 +163	+0.3%	+$7.43K	2.25%	12
2024 Q4	$2.92M	Sell	64,623 -7,171	-10%	-$329K	2.28%	10
2024 Q3	$3.38M	Buy	71,794 +10,644	+17%	+$494K	2.7%	8
2024 Q2	$2.77M	Buy	61,150 +3,794	+7%	+$171K	2.37%	9
2024 Q1	$2.61M	Buy	57,356 +245	+0.4%	+$11.2K	2.31%	8
2023 Q4	$2.61M	Buy	+57,111	New	+$2.52M	2.41%	8

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bush Investment Group's IUSB Position: Q1 2026 in Review

Bush Investment Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 7.2% in Q1 2026, buying an estimated $149K and bringing the position to 47,230 shares worth $2.18M. The position accounts for 1.19% of the portfolio, ranked #19.

Bush Investment Group first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.38M in Q3 2024. 838 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Bush Investment Group held 47,230 shares of iShares Core Universal USD Bond ETF worth $2.18M as of Q1 2026.
Bush Investment Group bought 3,190 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $149K.
iShares Core Universal USD Bond ETF made up 1.19% of Bush Investment Group's portfolio in Q1 2026, its #19 holding.
Bush Investment Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
Bush Investment Group's iShares Core Universal USD Bond ETF position peaked at $3.38M in Q3 2024.
838 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.