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Cranbrook Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cranbrook Wealth Management’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 		$14.4K Hold
312
– – ﹤0.01% 266
2025
Q4 		$14.5K Hold
312
– – ﹤0.01% 272
2025
Q3 		$14.6K Hold
312
– – ﹤0.01% 278
2025
Q2 		$14.4K Sell
312
-22
-7% -$1K ﹤0.01% 267
2025
Q1 		$15.4K Hold
334
– – ﹤0.01% 246
2024
Q4 		$15.1K Hold
334
– – ﹤0.01% 242
2024
Q3 		$15.7K Hold
334
– – ﹤0.01% 238
2024
Q2 		$15.1K Hold
334
– – ﹤0.01% 232
2024
Q1 		$15.2K Hold
334
– – ﹤0.01% 210
2023
Q4 		$15.4K Hold
334
– – ﹤0.01% 214
2023
Q3 		$14.6K Hold
334
– – ﹤0.01% 206
2023
Q2 		$15.2K Buy
334
+38
+13% +$1.74K ﹤0.01% 210
2023
Q1 		$13.7K Hold
296
– – ﹤0.01% 215
2022
Q4 		$13.3K Hold
296
– – ﹤0.01% 212
2022
Q3 		$13K Hold
296
– – ﹤0.01% 230
2022
Q2 		$14K Sell
296
-21
-7% -$998 ﹤0.01% 231
2022
Q1 		$15K Buy
317
+50
+19% +$2.55K ﹤0.01% 254
2021
Q4 		$14K Hold
267
– – ﹤0.01% 256
2021
Q3 		$14K Hold
267
– – ﹤0.01% 264
2021
Q2 		$14K Hold
267
– – ﹤0.01% 260
2021
Q1 		$14K Hold
267
– – ﹤0.01% 265
2020
Q4 		$15K Hold
267
– – ﹤0.01% 215
2020
Q3 		$15K Hold
267
– – ﹤0.01% 193
2020
Q2 		$15K Hold
267
– – ﹤0.01% 189
2020
Q1 		$14K Sell
267
-17
-6% -$893 ﹤0.01% 183
2019
Q4 		$15K Buy
+284
New +$14.8K ﹤0.01% 189
2019
Q1 		– Sell
-161
Closed -$8K – 249
2018
Q4 		$8K Hold
161
– – ﹤0.01% 190
2018
Q3 		$8K Buy
+161
New +$7.94K ﹤0.01% 188

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

Cranbrook Wealth Management's IUSB Position: Q1 2026 in Review

Cranbrook Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 312 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Cranbrook Wealth Management first reported a position in IUSB in Q3 2018 and has held it in 28 quarters since. The position peaked at $15.7K in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Cranbrook Wealth Management held 312 shares of iShares Core Universal USD Bond ETF worth $14.4K as of Q1 2026.
  • Cranbrook Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q1 2026, its #266 holding.
  • Cranbrook Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2018 and has held it in 28 quarters since.
  • Cranbrook Wealth Management's iShares Core Universal USD Bond ETF position peaked at $15.7K in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.