Creative Planning
IUSB icon

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

Creative Planning’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 		$21.7M Buy
470,401
+289,869
+161% +$13.5M 0.01% 405
2025
Q4 		$8.4M Buy
180,532
+38,292
+27% +$1.79M 0.01% 693
2025
Q3 		$6.64M Buy
142,240
+54,926
+63% +$2.54M 0.01% 736
2025
Q2 		$4.04M Sell
87,314
-1,607
-2% -$73.3K ﹤0.01% 866
2025
Q1 		$4.1M Buy
88,921
+50,634
+132% +$2.31M ﹤0.01% 791
2024
Q4 		$1.73M Sell
38,287
-16,427
-30% -$754K ﹤0.01% 1232
2024
Q3 		$2.58M Buy
54,714
+4,037
+8% +$187K ﹤0.01% 936
2024
Q2 		$2.29M Buy
50,677
+564
+1% +$25.4K ﹤0.01% 933
2024
Q1 		$2.28M Buy
50,113
+27,897
+126% +$1.27M ﹤0.01% 920
2023
Q4 		$1.02M Buy
22,216
+823
+4% +$36.4K ﹤0.01% 1218
2023
Q3 		$935K Buy
21,393
+4,850
+29% +$217K ﹤0.01% 1192
2023
Q2 		$752K Buy
16,543
+5,582
+51% +$255K ﹤0.01% 1288
2023
Q1 		$506K Buy
10,961
+1,586
+17% +$72.6K ﹤0.01% 1455
2022
Q4 		$421K Sell
9,375
-3,005
-24% -$134K ﹤0.01% 1520
2022
Q3 		$551K Buy
12,380
+1,068
+9% +$49.8K ﹤0.01% 1276
2022
Q2 		$529K Sell
11,312
-110
-1% -$5.23K ﹤0.01% 1282
2022
Q1 		$567K Sell
11,422
-159
-1% -$8.1K ﹤0.01% 1259
2021
Q4 		$613K Sell
11,581
-7,134
-38% -$378K ﹤0.01% 1196
2021
Q3 		$996K Buy
18,715
+12,779
+215% +$686K ﹤0.01% 956
2021
Q2 		$318K Buy
5,936
+1,875
+46% +$99.6K ﹤0.01% 1534
2021
Q1 		$214K Buy
+4,061
New +$218K ﹤0.01% 2050

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

Creative Planning's IUSB Position: Q1 2026 in Review

Creative Planning increased its iShares Core Universal USD Bond ETF (IUSB) stake by 161% in Q1 2026, buying an estimated $13.5M and bringing the position to 470,401 shares worth $21.7M. The position accounts for 0.01% of the portfolio, ranked #405.

Creative Planning first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Creative Planning held 470,401 shares of iShares Core Universal USD Bond ETF worth $21.7M as of Q1 2026.
  • Creative Planning bought 289,869 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $13.5M.
  • iShares Core Universal USD Bond ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #405 holding.
  • Creative Planning first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.