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Claro Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Claro Advisors’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 		$15.8M Buy
341,084
+35,281
+12% +$1.64M 1.9% 9
2025
Q4 		$14.2M Buy
305,803
+42,038
+16% +$1.97M 1.94% 11
2025
Q3 		$12.3M Buy
263,765
+17,711
+7% +$819K 1.8% 13
2025
Q2 		$11.4M Sell
246,054
-52,173
-17% -$2.38M 1.88% 12
2025
Q1 		$13.7M Buy
298,227
+17,966
+6% +$819K 1.84% 9
2024
Q4 		$12.7M Sell
280,261
-54,840
-16% -$2.52M 1.71% 10
2024
Q3 		$15.8M Buy
335,101
+110,810
+49% +$5.14M 2.04% 7
2024
Q2 		$10.1M Buy
224,291
+92,807
+71% +$4.17M 1.58% 13
2024
Q1 		$5.99M Buy
131,484
+126,107
+2,345% +$5.74M 1.04% 19
2023
Q4 		$248K Buy
+5,377
New +$238K 0.05% 325
2023
Q2 		– Sell
-4,739
Closed -$219K – 388
2023
Q1 		$219K Buy
+4,739
New +$217K 0.06% 304
2019
Q1 		– Sell
-140
Closed -$7K – 552
2018
Q4 		$7K Buy
+140
New +$6.82K 0.01% 738

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

Claro Advisors's IUSB Position: Q1 2026 in Review

Claro Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q1 2026, buying an estimated $1.64M and bringing the position to 341,084 shares worth $15.8M. The position accounts for 1.9% of the portfolio, ranked #9.

Claro Advisors first reported a position in IUSB in Q4 2018 and has held it in 12 quarters since. The position peaked at $15.8M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Claro Advisors held 341,084 shares of iShares Core Universal USD Bond ETF worth $15.8M as of Q1 2026.
  • Claro Advisors bought 35,281 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.64M.
  • iShares Core Universal USD Bond ETF made up 1.9% of Claro Advisors's portfolio in Q1 2026, its #9 holding.
  • Claro Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and has held it in 12 quarters since.
  • Claro Advisors's iShares Core Universal USD Bond ETF position peaked at $15.8M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.