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CX Institutional’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

CX Institutional’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 		– Sell
-907
Closed -$42K – 1611
2025
Q4 		$42K Buy
907
+13
+1% +$608 ﹤0.01% 1001
2025
Q3 		$42K Buy
894
+3
+0.3% +$139 ﹤0.01% 969
2025
Q2 		$41K Hold
891
– – ﹤0.01% 888
2025
Q1 		$41K Buy
+891
New +$40.6K ﹤0.01% 867
2022
Q4 		– Sell
-8,647
Closed -$385K – 530
2022
Q3 		$385K Sell
8,647
-1,150
-12% -$53.6K 0.03% 364
2022
Q2 		$458K Sell
9,797
-578
-6% -$27.5K 0.03% 352
2022
Q1 		$515K Sell
10,375
-1,730
-14% -$88.2K 0.04% 269
2021
Q4 		$641K Sell
12,105
-25
-0.2% -$1.32K 0.05% 230
2021
Q3 		$646K Sell
12,130
-48
-0.4% -$2.58K 0.05% 234
2021
Q2 		$651K Hold
12,178
– – 0.05% 221
2021
Q1 		$642K Hold
12,178
– – 0.06% 218
2020
Q4 		$664K Sell
12,178
-29
-0.2% -$1.57K 0.06% 223
2020
Q3 		$664K Sell
12,207
-201
-2% -$11K 0.07% 193
2020
Q2 		$673K Sell
12,408
-6,773
-35% -$363K 0.09% 179
2020
Q1 		$1.01M Sell
19,181
-111,710
-85% -$5.87M 0.16% 133
2019
Q4 		$6.82M Sell
130,891
-77,442
-37% -$4.04M 1.19% 24
2019
Q3 		$10.9M Sell
208,333
-126,873
-38% -$6.61M 1.76% 16
2019
Q2 		$17.3M Buy
335,206
+52,257
+18% +$2.65M 2.75% 3
2019
Q1 		$14.3M Buy
282,949
+16,921
+6% +$842K 2.52% 2
2018
Q4 		$13.1M Buy
266,028
+162,895
+158% +$7.94M 2.77% 4
2018
Q3 		$5.07M Buy
103,133
+26,700
+35% +$1.32M 1.67% 18
2018
Q2 		$3.77M Buy
+76,433
New +$3.77M 1.39% 26

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CX Institutional's IUSB Position: Q1 2026 in Review

CX Institutional sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 907 shares — an estimated $42K sold.

CX Institutional first reported a position in IUSB in Q2 2018 and held it in 22 quarters. The position peaked at $17.3M in Q2 2019. 840 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • CX Institutional reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 907 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $42K.
  • CX Institutional first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and held it in 22 quarters.
  • CX Institutional's iShares Core Universal USD Bond ETF position peaked at $17.3M in Q2 2019.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.