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Detalus Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Detalus Advisors’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 		$1.08M Buy
23,474
+2,501
+12% +$117K 0.25% 56
2025
Q4 		$976K Buy
20,973
+112
+0.5% +$5.24K 0.24% 56
2025
Q3 		$974K Buy
20,861
+285
+1% +$13.2K 0.25% 55
2025
Q2 		$951K Sell
20,576
-124
-0.6% -$5.66K 0.28% 51
2025
Q1 		$954K Sell
20,700
-2,642
-11% -$120K 0.3% 48
2024
Q4 		$1.06M Sell
23,342
-5,195
-18% -$238K 0.35% 42
2024
Q3 		$1.34M Sell
28,537
-564
-2% -$26.2K 0.45% 34
2024
Q2 		$1.32M Buy
29,101
+160
+0.6% +$7.2K 0.45% 36
2024
Q1 		$1.32M Buy
28,941
+2,499
+9% +$114K 0.47% 37
2023
Q4 		$1.22M Buy
26,442
+19,627
+288% +$867K 0.49% 37
2023
Q3 		$298K Sell
6,815
-36,560
-84% -$1.63M 0.14% 99
2023
Q2 		$1.97M Buy
43,375
+443
+1% +$20.3K 0.88% 24
2023
Q1 		$1.98M Buy
42,932
+3,862
+10% +$177K 0.95% 23
2022
Q4 		$1.76M Buy
39,070
+15,445
+65% +$691K 0.86% 25
2022
Q3 		$1.05M Buy
+23,625
New +$1.1M 0.63% 31

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

Detalus Advisors's IUSB Position: Q1 2026 in Review

Detalus Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q1 2026, buying an estimated $117K and bringing the position to 23,474 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #56.

Detalus Advisors first reported a position in IUSB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.98M in Q1 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Detalus Advisors held 23,474 shares of iShares Core Universal USD Bond ETF worth $1.08M as of Q1 2026.
  • Detalus Advisors bought 2,501 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $117K.
  • iShares Core Universal USD Bond ETF made up 0.25% of Detalus Advisors's portfolio in Q1 2026, its #56 holding.
  • Detalus Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Detalus Advisors's iShares Core Universal USD Bond ETF position peaked at $1.98M in Q1 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.