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CFO4Life Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

CFO4Life 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 		$620K Sell
13,418
-169
-1% -$7.88K 0.09% 109
2025
Q4 		$632K Sell
13,587
-431
-3% -$20.1K 0.09% 109
2025
Q3 		$655K Sell
14,018
-1,070
-7% -$49.5K 0.1% 109
2025
Q2 		$697K Sell
15,088
-11,928
-44% -$544K 0.11% 94
2025
Q1 		$1.24M Sell
27,016
-11,850
-30% -$540K 0.21% 63
2024
Q4 		$1.76M Sell
38,866
-110,890
-74% -$5.09M 0.31% 49
2024
Q3 		$7.06M Buy
149,756
+7,284
+5% +$338K 1.25% 20
2024
Q2 		$6.44M Buy
142,472
+7,774
+6% +$350K 1.21% 19
2024
Q1 		$6.14M Buy
134,698
+3,888
+3% +$177K 1.11% 21
2023
Q4 		$6.03M Buy
130,810
+24,845
+23% +$1.1M 1.15% 22
2023
Q3 		$4.63M Buy
105,965
+6,379
+6% +$285K 1.07% 18
2023
Q2 		$4.53M Buy
99,586
+20,552
+26% +$940K 0.97% 19
2023
Q1 		$3.65M Buy
79,034
+19,662
+33% +$900K 0.83% 21
2022
Q4 		$2.67M Sell
59,372
-29,901
-33% -$1.34M 0.57% 37
2022
Q3 		$3.97M Buy
89,273
+7,112
+9% +$332K 1.06% 15
2022
Q2 		$3.85M Buy
82,161
+4,936
+6% +$235K 0.96% 20
2022
Q1 		$3.83M Buy
77,225
+9,363
+14% +$477K 0.8% 21
2021
Q4 		$3.59M Buy
67,862
+9,057
+15% +$480K 0.74% 22
2021
Q3 		$3.13M Buy
58,805
+8,313
+16% +$447K 0.73% 26
2021
Q2 		$2.7M Buy
50,492
+11,886
+31% +$631K 0.62% 30
2021
Q1 		$2.04M Buy
38,606
+9,076
+31% +$486K 0.51% 35
2020
Q4 		$1.61M Buy
29,530
+3,952
+15% +$215K 0.46% 34
2020
Q3 		$1.39M Buy
25,578
+4,530
+22% +$247K 0.47% 31
2020
Q2 		$1.14M Buy
21,048
+2,032
+11% +$109K 0.44% 36
2020
Q1 		$998K Buy
+19,016
New +$999K 0.53% 33

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

CFO4Life Group's IUSB Position: Q1 2026 in Review

CFO4Life Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.2% in Q1 2026, selling an estimated $7.88K and leaving 13,418 shares worth $620K. The position accounts for 0.09% of the portfolio, ranked #109.

CFO4Life Group first reported a position in IUSB in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.06M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • CFO4Life Group held 13,418 shares of iShares Core Universal USD Bond ETF worth $620K as of Q1 2026.
  • CFO4Life Group sold 169 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $7.88K.
  • iShares Core Universal USD Bond ETF made up 0.09% of CFO4Life Group's portfolio in Q1 2026, its #109 holding.
  • CFO4Life Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • CFO4Life Group's iShares Core Universal USD Bond ETF position peaked at $7.06M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.