Charles Schwab’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Charles Schwab’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	–	Sell	-5,544	Closed	-$258K	–	3492
2025 Q4	$258K	Buy	+5,544	New	+$259K	﹤0.01%	3309
2025 Q3	–	Sell	-12,867	Closed	-$595K	–	3503
2025 Q2	$595K	Buy	+12,867	New	+$587K	﹤0.01%	3081
2025 Q1	–	Sell	-21,886	Closed	-$989K	–	3498
2024 Q4	$989K	Buy	21,886 +12,338	+129%	+$566K	﹤0.01%	2912
2024 Q3	$450K	Buy	9,548 +2,682	+39%	+$124K	﹤0.01%	3190
2024 Q2	$310K	Buy	+6,866	New	+$309K	﹤0.01%	3363
2024 Q1	–	Sell	-25,503	Closed	-$1.17M	–	3493
2023 Q4	$1.17M	Buy	25,503 +20,480	+408%	+$905K	﹤0.01%	2782
2023 Q3	$220K	Buy	+5,023	New	+$225K	﹤0.01%	3271
2023 Q1	–	Sell	-170,918	Closed	-$7.68M	–	3571
2022 Q4	$7.68M	Buy	170,918 +156,906	+1,120%	+$7.02M	﹤0.01%	1998
2022 Q3	$624K	Buy	14,012 +582	+4%	+$27.2K	﹤0.01%	2939
2022 Q2	$629K	Buy	+13,430	New	+$638K	﹤0.01%	2976
2022 Q1	–	Sell	-26,072	Closed	-$1.36M	–	3601
2021 Q4	$1.36M	Buy	+26,072	New	+$1.38M	﹤0.01%	2802

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Charles Schwab's IUSB Position: Q1 2026 in Review

Charles Schwab sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 5,544 shares — an estimated $258K sold.

Charles Schwab first reported a position in IUSB in Q4 2021 and held it in 11 quarters. The position peaked at $7.68M in Q4 2022. 840 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Charles Schwab reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
Charles Schwab sold 5,544 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $258K.
Charles Schwab first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 11 quarters.
Charles Schwab's iShares Core Universal USD Bond ETF position peaked at $7.68M in Q4 2022.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.