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Cornerstone Planning Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cornerstone Planning Group’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 		$11.7M Buy
253,664
+58,604
+30% +$2.73M 1.56% 18
2025
Q4 		$9.11M Buy
195,060
+14,462
+8% +$676K 1.42% 17
2025
Q3 		$8.46M Buy
180,598
+175,388
+3,366% +$8.11M 1.36% 18
2025
Q2 		$241K Sell
5,210
-3,315
-39% -$151K 0.05% 77
2025
Q1 		$388K Buy
8,525
+1,149
+16% +$52.4K 0.09% 53
2024
Q4 		$336K Sell
7,376
-1,107
-13% -$50.8K 0.08% 52
2024
Q3 		$390K Sell
8,483
-2,402
-22% -$111K 0.1% 46
2024
Q2 		$507K Sell
10,885
-6,574
-38% -$296K 0.15% 45
2024
Q1 		$783K Sell
17,459
-11,230
-39% -$511K 0.24% 30
2023
Q4 		$1.32M Sell
28,689
-17,789
-38% -$786K 0.44% 22
2023
Q3 		$2.03M Sell
46,478
-8,900
-16% -$398K 0.77% 19
2023
Q2 		$2.52M Buy
+55,378
New +$2.53M 1% 16
2022
Q4 		$3.19M Buy
+68,653
New +$3.07M 1.34% 19

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

Cornerstone Planning Group's IUSB Position: Q1 2026 in Review

Cornerstone Planning Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 30% in Q1 2026, buying an estimated $2.73M and bringing the position to 253,664 shares worth $11.7M. The position accounts for 1.56% of the portfolio, ranked #18.

Cornerstone Planning Group first reported a position in IUSB in Q4 2022 and has held it in 13 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Cornerstone Planning Group held 253,664 shares of iShares Core Universal USD Bond ETF worth $11.7M as of Q1 2026.
  • Cornerstone Planning Group bought 58,604 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.73M.
  • iShares Core Universal USD Bond ETF made up 1.56% of Cornerstone Planning Group's portfolio in Q1 2026, its #18 holding.
  • Cornerstone Planning Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.