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Continuum Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Continuum Advisory’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 		$4.75M Buy
102,826
+5,533
+6% +$258K 0.46% 52
2025
Q4 		$4.53M Buy
97,293
+23,930
+33% +$1.12M 0.45% 57
2025
Q3 		$3.43M Buy
73,363
+4,222
+6% +$195K 0.36% 73
2025
Q2 		$3.2M Buy
69,141
+334
+0.5% +$15.2K 0.38% 62
2025
Q1 		$3.17M Buy
68,807
+3,133
+5% +$143K 0.41% 58
2024
Q4 		$2.97M Buy
65,674
+3,387
+5% +$155K 0.38% 60
2024
Q3 		$2.84M Buy
62,287
+3,907
+7% +$181K 0.36% 64
2024
Q2 		$2.64M Buy
58,380
+3,957
+7% +$178K 0.38% 62
2024
Q1 		$2.45M Buy
54,423
+7,005
+15% +$319K 0.37% 68
2023
Q4 		$2.18M Buy
47,418
+32,067
+209% +$1.42M 0.31% 80
2023
Q3 		$671K Buy
15,351
+520
+4% +$23.2K 0.11% 227
2023
Q2 		$674K Sell
14,831
-504
-3% -$23.1K 0.11% 226
2023
Q1 		$708K Sell
15,335
-5,682
-27% -$260K 0.12% 203
2022
Q4 		$944K Buy
21,017
+8,697
+71% +$389K 0.17% 159
2022
Q3 		$548K Sell
12,320
-84
-0.7% -$3.92K 0.1% 223
2022
Q2 		$581K Buy
12,404
+91
+0.7% +$4.32K 0.11% 233
2022
Q1 		$586K Sell
12,313
-13,287
-52% -$677K 0.11% 220
2021
Q4 		$1.35M Buy
25,600
+13,351
+109% +$708K 0.3% 81
2021
Q3 		$652K Buy
12,249
+459
+4% +$24.7K 0.17% 128
2021
Q2 		$631K Buy
11,790
+6,508
+123% +$346K 0.2% 116
2021
Q1 		$281K Sell
5,282
-3,413
-39% -$183K 0.12% 142
2020
Q4 		$475K Buy
8,695
+790
+10% +$42.9K 0.22% 90
2020
Q3 		$429K Buy
7,905
+1,915
+32% +$105K 0.23% 87
2020
Q2 		$325K Buy
+5,990
New +$321K 0.2% 100
2018
Q2 		– Sell
-4,279
Closed -$214K – 152
2018
Q1 		$214K Buy
4,279
+312
+8% +$15.6K 0.18% 127
2017
Q4 		$202K Buy
+3,967
New +$202K 0.15% 163

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

Continuum Advisory's IUSB Position: Q1 2026 in Review

Continuum Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.7% in Q1 2026, buying an estimated $258K and bringing the position to 102,826 shares worth $4.75M. The position accounts for 0.46% of the portfolio, ranked #52.

Continuum Advisory first reported a position in IUSB in Q4 2017 and has held it in 26 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Continuum Advisory held 102,826 shares of iShares Core Universal USD Bond ETF worth $4.75M as of Q1 2026.
  • Continuum Advisory bought 5,533 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $258K.
  • iShares Core Universal USD Bond ETF made up 0.46% of Continuum Advisory's portfolio in Q1 2026, its #52 holding.
  • Continuum Advisory first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.