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

Coordinated 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	$510K	Buy	11,039 +194	+2%	+$9.04K	0.29%	99
2025 Q4	$505K	Buy	10,845 +406	+4%	+$19K	0.29%	97
2025 Q3	$488K	Sell	10,439 -1,391	-12%	-$64.3K	0.31%	95
2025 Q2	$547K	Sell	11,830 -1,052	-8%	-$48K	0.38%	77
2025 Q1	$594K	Sell	12,882 -353	-3%	-$16.1K	0.45%	66
2024 Q4	$598K	Buy	+13,235	New	+$607K	0.47%	62
2024 Q2	$608K	Sell	13,456 -154	-1%	-$6.92K	0.52%	54
2024 Q1	$620K	Buy	+13,610	New	+$619K	0.54%	49

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Coordinated Financial Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.8% in Q1 2026, buying an estimated $9.04K and bringing the position to 11,039 shares worth $510K. The position accounts for 0.29% of the portfolio, ranked #99.

Coordinated Financial Services first reported a position in IUSB in Q1 2024 and has held it in 8 quarters since. The position peaked at $620K in Q1 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Coordinated Financial Services held 11,039 shares of iShares Core Universal USD Bond ETF worth $510K as of Q1 2026.
Coordinated Financial Services bought 194 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $9.04K.
iShares Core Universal USD Bond ETF made up 0.29% of Coordinated Financial Services's portfolio in Q1 2026, its #99 holding.
Coordinated Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's iShares Core Universal USD Bond ETF position peaked at $620K in Q1 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.