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Compass Financial Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Compass Financial 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 		– Sell
-1,110
Closed -$51.7K – 146
2025
Q4 		$51.7K Hold
1,110
– – 0.02% 93
2025
Q3 		$51.8K Buy
+1,110
New +$51.3K 0.02% 97

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BlackRock
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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

Compass Financial Services's IUSB Position: Q1 2026 in Review

Compass Financial Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 1,110 shares — an estimated $51.7K sold.

Compass Financial Services first reported a position in IUSB in Q3 2025 and held it in 2 quarters. The position peaked at $51.8K in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Compass Financial Services reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 1,110 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $51.7K.
  • Compass Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and held it in 2 quarters.
  • Compass Financial Services's iShares Core Universal USD Bond ETF position peaked at $51.8K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.