Commonwealth Equity Services
IUSB icon

Commonwealth Equity Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Commonwealth Equity Services’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 		$137M Sell
2,965,747
-155,968
-5% -$7.27M 0.19% 97
2025
Q4 		$145M Buy
3,121,715
+10,735
+0.3% +$502K 0.19% 96
2025
Q3 		$145M Sell
3,110,980
-112,818
-3% -$5.22M 0.19% 99
2025
Q2 		$149M Sell
3,223,798
-314,106
-9% -$14.3M 0.2% 90
2025
Q1 		$163M Sell
3,537,904
-4,542
-0.1% -$207K 0.23% 76
2024
Q4 		$160M Sell
3,542,446
-388,928
-10% -$17.9M 0.23% 74
2024
Q3 		$185M Buy
3,931,374
+498,423
+15% +$23.1M 0.28% 66
2024
Q2 		$155M Buy
3,432,951
+163,546
+5% +$7.35M 0.25% 72
2024
Q1 		$149M Buy
3,269,405
+731,651
+29% +$33.3M 0.25% 76
2023
Q4 		$117M Buy
2,537,754
+122,621
+5% +$5.42M 0.21% 90
2023
Q3 		$106M Buy
2,415,133
+369,478
+18% +$16.5M 0.22% 86
2023
Q2 		$93M Buy
2,045,655
+132,597
+7% +$6.07M 0.19% 107
2023
Q1 		$88.3K Buy
1,913,058
+188,789
+11% +$8.64M 0.19% 111
2022
Q4 		$77.5M Buy
1,724,269
+211,291
+14% +$9.45M 0.19% 113
2022
Q3 		$67.3M Buy
1,512,978
+95,883
+7% +$4.47M 0.17% 112
2022
Q2 		$66.3M Sell
1,417,095
-23,378
-2% -$1.11M 0.17% 118
2022
Q1 		$71.5M Buy
1,440,473
+542,038
+60% +$27.6M 0.16% 125
2021
Q4 		$47.6M Buy
898,435
+64,243
+8% +$3.41M 0.11% 180
2021
Q3 		$44.4M Buy
834,192
+31,331
+4% +$1.68M 0.11% 186
2021
Q2 		$42.9M Buy
802,861
+68,172
+9% +$3.62M 0.11% 188
2021
Q1 		$38.8M Buy
734,689
+548,911
+295% +$29.4M 0.11% 195
2020
Q4 		$10.1M Buy
185,778
+3,940
+2% +$214K 0.03% 472
2020
Q3 		$9.89M Buy
181,838
+12,659
+7% +$691K 0.03% 436
2020
Q2 		$9.19M Sell
169,179
-76,134
-31% -$4.08M 0.03% 425
2020
Q1 		$12.9M Buy
245,313
+69,962
+40% +$3.67M 0.06% 297
2019
Q4 		$9.14M Buy
175,351
+9,142
+6% +$477K 0.03% 434
2019
Q3 		$8.71M Buy
166,209
+72,206
+77% +$3.76M 0.04% 417
2019
Q2 		$4.86M Sell
94,003
-16,022
-15% -$813K 0.02% 589
2019
Q1 		$5.57M Sell
110,025
-35,215
-24% -$1.75M 0.03% 525
2018
Q4 		$7.15M Buy
145,240
+106,320
+273% +$5.18M 0.04% 405
2018
Q3 		$1.91M Buy
38,920
+12,708
+48% +$627K 0.01% 948
2018
Q2 		$1.29M Buy
26,212
+11,007
+72% +$543K 0.01% 1143
2018
Q1 		$759K Buy
15,205
+730
+5% +$36.5K ﹤0.01% 1406
2017
Q4 		$736K Buy
14,475
+1,504
+12% +$76.6K ﹤0.01% 1412
2017
Q3 		$663K Buy
12,971
+1,512
+13% +$77.3K ﹤0.01% 1425
2017
Q2 		$584K Buy
11,459
+3,547
+45% +$181K ﹤0.01% 1466
2017
Q1 		$400K Buy
+7,912
New +$398K ﹤0.01% 1658

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

Commonwealth Equity Services's IUSB Position: Q1 2026 in Review

Commonwealth Equity Services reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5% in Q1 2026, selling an estimated $7.27M and leaving 2,965,747 shares worth $137M. The position accounts for 0.19% of the portfolio, ranked #97.

Commonwealth Equity Services first reported a position in IUSB in Q1 2017 and has held it in 37 quarters since. The position peaked at $185M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Commonwealth Equity Services held 2,965,747 shares of iShares Core Universal USD Bond ETF worth $137M as of Q1 2026.
  • Commonwealth Equity Services sold 155,968 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $7.27M.
  • iShares Core Universal USD Bond ETF made up 0.19% of Commonwealth Equity Services's portfolio in Q1 2026, its #97 holding.
  • Commonwealth Equity Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Commonwealth Equity Services's iShares Core Universal USD Bond ETF position peaked at $185M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.