CF
IUSB icon

Centaurus Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Centaurus Financial’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 		$376K Sell
8,148
-213
-3% -$9.93K 0.02% 608
2025
Q4 		$389K Sell
8,361
-2,671
-24% -$125K 0.02% 593
2025
Q3 		$515K Buy
11,032
+2,239
+25% +$104K 0.02% 519
2025
Q2 		$406K Sell
8,793
-377
-4% -$17.2K 0.02% 531
2025
Q1 		$423K Buy
9,170
+109
+1% +$4.97K 0.03% 495
2024
Q4 		$410K Sell
9,061
-14,125
-61% -$648K 0.03% 491
2024
Q3 		$1.09M Buy
23,186
+19,034
+458% +$883K 0.07% 245
2024
Q2 		$188K Buy
+4,152
New +$187K 0.01% 619
2023
Q2 		– Sell
-19,353
Closed -$893K – 841
2023
Q1 		$893K Buy
+19,353
New +$886K 0.07% 291
2022
Q4 		– Sell
-36,937
Closed -$1.64M – 883
2022
Q3 		$1.64M Buy
36,937
+10,042
+37% +$468K 0.16% 157
2022
Q2 		$1.26M Sell
26,895
-8,908
-25% -$423K 0.12% 199
2022
Q1 		$1.78M Buy
35,803
+6,759
+23% +$344K 0.14% 179
2021
Q4 		$1.54M Buy
29,044
+2,518
+9% +$134K 0.12% 200
2021
Q3 		$1.41M Buy
26,526
+3,405
+15% +$183K 0.12% 207
2021
Q2 		$1.24M Buy
+23,121
New +$1.23M 0.1% 237

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

Centaurus Financial's IUSB Position: Q1 2026 in Review

Centaurus Financial reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.5% in Q1 2026, selling an estimated $9.93K and leaving 8,148 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #608.

Centaurus Financial first reported a position in IUSB in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.78M in Q1 2022. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Centaurus Financial held 8,148 shares of iShares Core Universal USD Bond ETF worth $376K as of Q1 2026.
  • Centaurus Financial sold 213 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $9.93K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #608 holding.
  • Centaurus Financial first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 15 quarters since.
  • Centaurus Financial's iShares Core Universal USD Bond ETF position peaked at $1.78M in Q1 2022.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.