Corient Private Wealth
IUSB icon

Corient Private Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Corient Private Wealth’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 		$26.6M Sell
576,560
-586,170
-50% -$27.3M 0.04% 341
2025
Q4 		$54.1M Buy
1,162,730
+596,389
+105% +$27.9M 0.04% 343
2025
Q3 		$26.5M Buy
566,341
+34,967
+7% +$1.62M 0.04% 338
2025
Q2 		$24.6M Buy
531,374
+34,484
+7% +$1.57M 0.03% 353
2025
Q1 		$22.9M Buy
496,890
+51,778
+12% +$2.36M 0.04% 368
2024
Q4 		$20.1M Sell
445,112
-917
-0.2% -$42.1K 0.03% 395
2024
Q3 		$21M Buy
446,029
+10,558
+2% +$490K 0.03% 409
2024
Q2 		$19.7M Buy
435,471
+11,162
+3% +$502K 0.03% 386
2024
Q1 		$19.3M Sell
424,309
-26,535
-6% -$1.21M 0.03% 398
2023
Q4 		$20.8M Buy
450,844
+96,577
+27% +$4.27M 0.04% 380
2023
Q3 		$15.5M Buy
354,267
+11,135
+3% +$498K 0.04% 404
2023
Q2 		$15.6M Buy
343,132
+12,252
+4% +$561K 0.04% 391
2023
Q1 		$15.3M Buy
330,880
+314,213
+1,885% +$14.4M 0.04% 362
2022
Q4 		$749K Buy
+16,667
New +$746K ﹤0.01% 1001

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

Corient Private Wealth's IUSB Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 50% in Q1 2026, selling an estimated $27.3M and leaving 576,560 shares worth $26.6M. The position accounts for 0.04% of the portfolio, ranked #341.

Corient Private Wealth first reported a position in IUSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $54.1M in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Corient Private Wealth held 576,560 shares of iShares Core Universal USD Bond ETF worth $26.6M as of Q1 2026.
  • Corient Private Wealth sold 586,170 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $27.3M.
  • iShares Core Universal USD Bond ETF made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #341 holding.
  • Corient Private Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Core Universal USD Bond ETF position peaked at $54.1M in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.