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Connable Office Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Connable Office Inc’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
-9,375
Closed -$436K – 238
2025
Q4 		$436K Buy
+9,375
New +$438K 0.04% 164
2024
Q1 		– Sell
-8,966
Closed -$413K – 226
2023
Q4 		$413K Buy
+8,966
New +$396K 0.05% 150

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

Connable Office Inc's IUSB Position: Q1 2026 in Review

Connable Office Inc sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 9,375 shares — an estimated $436K sold.

Connable Office Inc first reported a position in IUSB in Q4 2023 and held it in 2 quarters. The position peaked at $436K in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Connable Office Inc reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Connable Office Inc sold 9,375 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $436K.
  • Connable Office Inc first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 2 quarters.
  • Connable Office Inc's iShares Core Universal USD Bond ETF position peaked at $436K in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Connable Office Inc's 13F filing for Q1 2026, filed 29 Apr 2026.