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

Darden Wealth Group’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	$254K	Sell	5,491 -305	-5%	-$14.2K	0.13%	129
2025 Q4	$270K	Sell	5,796 -5	-0.1%	-$234	0.13%	119
2025 Q3	$271K	Sell	5,801 -351	-6%	-$16.2K	0.14%	111
2025 Q2	$284K	Buy	6,152 +30	+0.5%	+$1.37K	0.17%	107
2025 Q1	$282K	Sell	6,122 -318	-5%	-$14.5K	0.22%	83
2024 Q4	$291K	Sell	6,440 -56	-0.9%	-$2.57K	0.2%	86
2024 Q3	$306K	Buy	6,496 +123	+2%	+$5.71K	0.22%	81
2024 Q2	$288K	Sell	6,373 -351	-5%	-$15.8K	0.17%	82
2024 Q1	$307K	Buy	6,724 +157	+2%	+$7.14K	0.24%	81
2023 Q4	$303K	Buy	+6,567	New	+$290K	0.29%	73

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

Darden Wealth Group's IUSB Position: Q1 2026 in Review

Darden Wealth Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.3% in Q1 2026, selling an estimated $14.2K and leaving 5,491 shares worth $254K. The position accounts for 0.13% of the portfolio, ranked #129.

Darden Wealth Group first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $307K in Q1 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Darden Wealth Group held 5,491 shares of iShares Core Universal USD Bond ETF worth $254K as of Q1 2026.
Darden Wealth Group sold 305 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $14.2K.
iShares Core Universal USD Bond ETF made up 0.13% of Darden Wealth Group's portfolio in Q1 2026, its #129 holding.
Darden Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's iShares Core Universal USD Bond ETF position peaked at $307K in Q1 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.