Caitlin John’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Caitlin John’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	$4.99K	Hold	108	–	–	﹤0.01%	615
2025 Q4	$5.03K	Hold	108	–	–	﹤0.01%	634
2025 Q3	$5.04K	Buy	+108	New	+$5K	﹤0.01%	590
2025 Q1	–	Sell	-108	Closed	-$4.88K	–	457
2024 Q4	$4.88K	Hold	108	–	–	﹤0.01%	571
2024 Q3	$4.92K	Hold	108	–	–	﹤0.01%	567
2024 Q2	$4.88K	Hold	108	–	–	﹤0.01%	556
2024 Q1	$4.92K	Hold	108	–	–	﹤0.01%	574
2023 Q4	$4.98K	Buy	+108	New	+$4.77K	﹤0.01%	554

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

Caitlin John's IUSB Position: Q1 2026 in Review

Caitlin John held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 108 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Caitlin John first reported a position in IUSB in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.04K in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Caitlin John held 108 shares of iShares Core Universal USD Bond ETF worth $4.99K as of Q1 2026.
Caitlin John 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 Caitlin John's portfolio in Q1 2026, its #615 holding.
Caitlin John first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares Core Universal USD Bond ETF position peaked at $5.04K in Q3 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.