Cerity Partners
IUSB icon

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

Cerity 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 		$25M Buy
541,480
+484,313
+847% +$22.6M 0.04% 379
2025
Q4 		$2.66M Sell
57,167
-32,203
-36% -$1.51M ﹤0.01% 1246
2025
Q3 		$4.17M Sell
89,370
-87,225
-49% -$4.03M 0.01% 933
2025
Q2 		$8.16M Sell
176,595
-701
-0.4% -$32K 0.01% 610
2025
Q1 		$8.17M Buy
177,296
+8,013
+5% +$365K 0.02% 557
2024
Q4 		$7.65M Buy
169,283
+161,130
+1,976% +$7.4M 0.02% 580
2024
Q3 		$384K Buy
8,153
+167
+2% +$7.75K ﹤0.01% 1919
2024
Q2 		$361K Buy
+7,986
New +$359K ﹤0.01% 1714
2023
Q1 		– Sell
-45,610
Closed -$2.05M – 1875
2022
Q4 		$2.05M Buy
+45,610
New +$2.04M 0.01% 523

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

Cerity Partners's IUSB Position: Q1 2026 in Review

Cerity Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 847% in Q1 2026, buying an estimated $22.6M and bringing the position to 541,480 shares worth $25M. The position accounts for 0.04% of the portfolio, ranked #379.

Cerity Partners first reported a position in IUSB in Q4 2022 and has held it in 9 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Cerity Partners held 541,480 shares of iShares Core Universal USD Bond ETF worth $25M as of Q1 2026.
  • Cerity Partners bought 484,313 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $22.6M.
  • iShares Core Universal USD Bond ETF made up 0.04% of Cerity Partners's portfolio in Q1 2026, its #379 holding.
  • Cerity Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 9 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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