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Conscious Wealth Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Conscious Wealth Investments’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 		$6.3M Sell
135,754
-50
-0% -$2.33K 3.51% 5
2025
Q4 		$6.33M Sell
135,804
-625
-0.5% -$29.2K 3.8% 3
2025
Q3 		$6.39M Buy
136,429
+26,826
+24% +$1.24M 3.79% 4
2025
Q2 		$5.05M Buy
109,603
+877
+0.8% +$40K 3.23% 5
2025
Q1 		$4.95M Sell
108,726
-16,419
-13% -$748K 3.44% 4
2024
Q4 		$5.66M Buy
125,145
+1,199
+1% +$55K 3.84% 4
2024
Q3 		$5.69M Sell
123,946
-4,264
-3% -$198K 3.92% 4
2024
Q2 		$5.85M Sell
128,210
-2,183
-2% -$98.2K 4.2% 4
2024
Q1 		$5.78M Sell
130,393
-4
-0% -$182 4.39% 3
2023
Q4 		$5.95M Buy
+130,397
New +$5.76M 4.75% 4

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

Conscious Wealth Investments's IUSB Position: Q1 2026 in Review

Conscious Wealth Investments reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.04% in Q1 2026, selling an estimated $2.33K and leaving 135,754 shares worth $6.3M. The position accounts for 3.51% of the portfolio, ranked #5.

Conscious Wealth Investments first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.39M in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Conscious Wealth Investments held 135,754 shares of iShares Core Universal USD Bond ETF worth $6.3M as of Q1 2026.
  • Conscious Wealth Investments sold 50 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.33K.
  • iShares Core Universal USD Bond ETF made up 3.51% of Conscious Wealth Investments's portfolio in Q1 2026, its #5 holding.
  • Conscious Wealth Investments first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Conscious Wealth Investments's iShares Core Universal USD Bond ETF position peaked at $6.39M in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.