Destination Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.3M | Buy |
1,044,684
+40,484
| +4% | +$1.89M | 1.25% | 29 |
|
|
2025
Q4 | $46.7M | Buy |
1,004,200
+49,755
| +5% | +$2.33M | 1.22% | 27 |
|
|
2025
Q3 | $44.6M | Buy |
954,445
+23,912
| +3% | +$1.11M | 1.23% | 26 |
|
|
2025
Q2 | $43M | Buy |
930,533
+5,572
| +0.6% | +$254K | 1.26% | 26 |
|
|
2025
Q1 | $42.6M | Buy |
924,961
+33,870
| +4% | +$1.54M | 1.34% | 25 |
|
|
2024
Q4 | $40.3M | Buy |
891,091
+16,984
| +2% | +$780K | 1.26% | 25 |
|
|
2024
Q3 | $41.2M | Buy |
874,107
+29,424
| +3% | +$1.37M | 1.28% | 27 |
|
|
2024
Q2 | $38.2M | Buy |
844,683
+9,477
| +1% | +$426K | 1.26% | 27 |
|
|
2024
Q1 | $38.1M | Buy |
835,206
+153,541
| +23% | +$6.99M | 1.27% | 29 |
|
|
2023
Q4 | $31.4M | Sell |
681,665
-123,523
| -15% | -$5.46M | 1.09% | 30 |
|
|
2023
Q3 | $35.2M | Buy |
805,188
+41,590
| +5% | +$1.86M | 1.37% | 27 |
|
|
2023
Q2 | $34.7M | Buy |
763,598
+17,185
| +2% | +$786K | 1.29% | 27 |
|
|
2023
Q1 | $34.4M | Buy |
746,413
+79,388
| +12% | +$3.63M | 1.31% | 26 |
|
|
2022
Q4 | $30M | Sell |
667,025
-133,359
| -17% | -$5.97M | 1.19% | 28 |
|
|
2022
Q3 | $35.6M | Buy |
800,384
+56,746
| +8% | +$2.65M | 1.5% | 20 |
|
|
2022
Q2 | $34.8M | Sell |
743,638
-65,223
| -8% | -$3.1M | 1.4% | 24 |
|
|
2022
Q1 | $40.1M | Buy |
808,861
+34,676
| +4% | +$1.77M | 1.49% | 22 |
|
|
2021
Q4 | $41M | Sell |
774,185
-3,681
| -0.5% | -$195K | 1.45% | 23 |
|
|
2021
Q3 | $41.4M | Buy |
777,866
+34,778
| +5% | +$1.87M | 1.61% | 20 |
|
|
2021
Q2 | $39.7M | Buy |
743,088
+35,798
| +5% | +$1.9M | 1.53% | 21 |
|
|
2021
Q1 | $37.3M | Buy |
707,290
+34,437
| +5% | +$1.85M | 1.54% | 21 |
|
|
2020
Q4 | $36.7M | Buy |
672,853
+17,222
| +3% | +$936K | 1.6% | 20 |
|
|
2020
Q3 | $35.7M | Buy |
655,631
+35,840
| +6% | +$1.96M | 1.81% | 16 |
|
|
2020
Q2 | $33.7M | Sell |
619,791
-3,771
| -0.6% | -$202K | 1.82% | 16 |
|
|
2020
Q1 | $32.7M | Buy |
623,562
+7,773
| +1% | +$408K | 2.01% | 12 |
|
|
2019
Q4 | $32.1M | Buy |
615,789
+14,144
| +2% | +$738K | 1.63% | 18 |
|
|
2019
Q3 | $31.5M | Buy |
601,645
+12,637
| +2% | +$658K | 1.71% | 17 |
|
|
2019
Q2 | $30.4M | Buy |
589,008
+19,374
| +3% | +$984K | 1.68% | 18 |
|
|
2019
Q1 | $28.8M | Buy |
569,634
+161,629
| +40% | +$8.04M | 1.62% | 18 |
|
|
2018
Q4 | $20.1M | Sell |
408,005
-146,285
| -26% | -$7.13M | 1.21% | 31 |
|
|
2018
Q3 | $27.2M | Buy |
554,290
+21,472
| +4% | +$1.06M | 1.52% | 22 |
|
|
2018
Q2 | $26.3M | Buy |
532,818
+410,442
| +335% | +$20.3M | 1.58% | 17 |
|
|
2018
Q1 | $6.24M | Sell |
122,376
-376,004
| -75% | -$18.8M | 0.38% | 55 |
|
|
2017
Q4 | $25.4M | Sell |
498,380
-11,509
| -2% | -$586K | 1.54% | 21 |
|
|
2017
Q3 | $26M | Buy |
509,889
+132,115
| +35% | +$6.75M | 1.66% | 15 |
|
|
2017
Q2 | $19.2M | Buy |
+377,774
| New | +$19.2M | 1.28% | 28 |
|
Other funds holding IUSB
Destination Wealth Management's IUSB Position: Q1 2026 in Review
Destination Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4% in Q1 2026, buying an estimated $1.89M and bringing the position to 1,044,684 shares worth $48.3M. The position accounts for 1.25% of the portfolio, ranked #29.
Destination Wealth Management first reported a position in IUSB in Q2 2017 and has held it in 36 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.
- Destination Wealth Management held 1,044,684 shares of iShares Core Universal USD Bond ETF worth $48.3M as of Q1 2026.
- Destination Wealth Management bought 40,484 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.89M.
- iShares Core Universal USD Bond ETF made up 1.25% of Destination Wealth Management's portfolio in Q1 2026, its #29 holding.
- Destination Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2017 and has held it in 36 quarters since.
- 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.