Creative Financial Designs’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Creative Financial Designs’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	$1.72M	Buy	37,254 +1,931	+5%	+$90K	0.1%	164
2025 Q4	$1.64M	Sell	35,323 -5,208	-13%	-$243K	0.1%	172
2025 Q3	$1.89M	Sell	40,531 -14,880	-27%	-$688K	0.13%	148
2025 Q2	$2.56M	Sell	55,411 -16,113	-23%	-$735K	0.18%	118
2025 Q1	$3.3M	Sell	71,524 -5,173	-7%	-$236K	0.26%	84
2024 Q4	$3.47M	Sell	76,697 -3,577	-4%	-$164K	0.28%	79
2024 Q3	$3.78M	Buy	80,274 +5,708	+8%	+$265K	0.32%	69
2024 Q2	$3.37M	Buy	74,566 +6,713	+10%	+$302K	0.3%	74
2024 Q1	$3.09M	Buy	67,853 +21,236	+46%	+$966K	0.29%	77
2023 Q4	$2.15M	Buy	46,617 +1,781	+4%	+$78.7K	0.22%	92
2023 Q3	$1.96M	Sell	44,836 -1,255	-3%	-$56.1K	0.23%	86
2023 Q2	$2.1M	Buy	46,091 +573	+1%	+$26.2K	0.25%	85
2023 Q1	$2.1M	Buy	45,518 +3,687	+9%	+$169K	0.28%	80
2022 Q4	$1.88M	Buy	41,831 +1,297	+3%	+$58K	0.28%	76
2022 Q3	$1.8M	Sell	40,534 -1,500	-4%	-$70K	0.29%	71
2022 Q2	$1.97M	Buy	42,034 +3,068	+8%	+$146K	0.32%	71
2022 Q1	$1.93M	Buy	38,966 +7,888	+25%	+$402K	0.29%	77
2021 Q4	$1.65M	Buy	31,078 +13,263	+74%	+$703K	0.25%	91
2021 Q3	$948K	Buy	17,815 +2,658	+18%	+$143K	0.16%	125
2021 Q2	$811K	Sell	15,157 -129,806	-90%	-$6.9M	0.14%	131
2021 Q1	$7.65M	Buy	144,963 +27,731	+24%	+$1.49M	1.49%	16
2020 Q4	$6.4M	Buy	117,232 +26,427	+29%	+$1.44M	1.37%	17
2020 Q3	$4.94M	Buy	90,805 +86,080	+1,822%	+$4.7M	1.22%	19
2020 Q2	$257K	Buy	+4,725	New	+$253K	0.08%	183

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

Creative Financial Designs's IUSB Position: Q1 2026 in Review

Creative Financial Designs increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.5% in Q1 2026, buying an estimated $90K and bringing the position to 37,254 shares worth $1.72M. The position accounts for 0.1% of the portfolio, ranked #164.

Creative Financial Designs first reported a position in IUSB in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.65M in Q1 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Creative Financial Designs held 37,254 shares of iShares Core Universal USD Bond ETF worth $1.72M as of Q1 2026.
Creative Financial Designs bought 1,931 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $90K.
iShares Core Universal USD Bond ETF made up 0.1% of Creative Financial Designs's portfolio in Q1 2026, its #164 holding.
Creative Financial Designs first reported a position in iShares Core Universal USD Bond ETF in Q2 2020 and has held it in 24 quarters since.
Creative Financial Designs's iShares Core Universal USD Bond ETF position peaked at $7.65M in Q1 2021.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.