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

CreativeOne 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 		$47.4M Buy
1,025,809
+51,636
+5% +$2.41M 1.1% 18
2025
Q4 		$45.3M Buy
974,173
+2,189
+0.2% +$102K 1.1% 18
2025
Q3 		$45.4M Buy
971,984
+16,203
+2% +$749K 1.11% 17
2025
Q2 		$44.2M Sell
955,781
-95,255
-9% -$4.35M 1.16% 16
2025
Q1 		$48.4M Sell
1,051,036
-1,118,554
-52% -$51M 1.45% 9
2024
Q4 		$98.1M Sell
2,169,590
-268,327
-11% -$12.3M 3% 1
2024
Q3 		$115M Buy
2,437,917
+1,265,060
+108% +$58.7M 3.91% 1
2024
Q2 		$53M Sell
1,172,857
-1,220,545
-51% -$54.9M 2.69% 4
2024
Q1 		$109M Buy
2,393,402
+1,279,186
+115% +$58.2M 4.35% 1
2023
Q4 		$51.3M Sell
1,114,216
-122,578
-10% -$5.42M 3.29% 5
2023
Q3 		$54.1M Sell
1,236,794
-1,329,095
-52% -$59.4M 3.89% 1
2023
Q2 		$117M Buy
2,565,889
+50,143
+2% +$2.29M 5.44% 1
2023
Q1 		$116M Buy
2,515,746
+564,012
+29% +$25.8M 5.73% 1
2022
Q4 		$87.7M Buy
1,951,734
+256,455
+15% +$11.5M 4.83% 1
2022
Q3 		$75.4M Sell
1,695,279
-41,523
-2% -$1.94M 4.53% 1
2022
Q2 		$81.3M Buy
1,736,802
+110,352
+7% +$5.24M 4.4% 2
2022
Q1 		$80.7M Buy
1,626,450
+506,399
+45% +$25.8M 4.18% 1
2021
Q4 		$59.3M Buy
1,120,051
+382,070
+52% +$20.3M 2.93% 3
2021
Q3 		$39.4M Buy
737,981
+176,687
+31% +$9.49M 2.31% 7
2021
Q2 		$30M Buy
561,294
+510,645
+1,008% +$27.1M 1.85% 10
2021
Q1 		$2.67M Buy
+50,649
New +$2.71M 0.2% 91

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

CreativeOne Wealth's IUSB Position: Q1 2026 in Review

CreativeOne Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.3% in Q1 2026, buying an estimated $2.41M and bringing the position to 1,025,809 shares worth $47.4M. The position accounts for 1.1% of the portfolio, ranked #18.

CreativeOne Wealth first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $117M in Q2 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • CreativeOne Wealth held 1,025,809 shares of iShares Core Universal USD Bond ETF worth $47.4M as of Q1 2026.
  • CreativeOne Wealth bought 51,636 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.41M.
  • iShares Core Universal USD Bond ETF made up 1.1% of CreativeOne Wealth's portfolio in Q1 2026, its #18 holding.
  • CreativeOne Wealth first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • CreativeOne Wealth's iShares Core Universal USD Bond ETF position peaked at $117M in Q2 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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