Diversified Portfolios Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Diversified Portfolios Inc’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	$7.29M	Sell	157,855 -32,634	-17%	-$1.52M	0.6%	35
2025 Q4	$8.87M	Sell	190,489 -14,401	-7%	-$673K	0.74%	30
2025 Q3	$9.57M	Sell	204,890 -176,088	-46%	-$8.14M	0.84%	28
2025 Q2	$17.6M	Sell	380,978 -74,734	-16%	-$3.41M	1.68%	15
2025 Q1	$21M	Sell	455,712 -104,088	-19%	-$4.74M	2.21%	11
2024 Q4	$25.3M	Sell	559,800 -142,230	-20%	-$6.53M	2.76%	8
2024 Q3	$33.1M	Sell	702,030 -214,196	-23%	-$9.94M	3.72%	6
2024 Q2	$41.4M	Buy	916,226 +68,254	+8%	+$3.07M	5.46%	4
2024 Q1	$38.7M	Buy	847,972 +133,557	+19%	+$6.08M	5.44%	4
2023 Q4	$32.9M	Buy	714,415 +159,251	+29%	+$7.04M	5.18%	4
2023 Q3	$24.3M	Buy	555,164 +415,382	+297%	+$18.6M	4.58%	4
2023 Q2	$6.36M	Buy	139,782 +107,962	+339%	+$4.94M	1.28%	18
2023 Q1	$1.47M	Buy	+31,820	New	+$1.46M	0.33%	44

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

Diversified Portfolios Inc's IUSB Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 17% in Q1 2026, selling an estimated $1.52M and leaving 157,855 shares worth $7.29M. The position accounts for 0.6% of the portfolio, ranked #35.

Diversified Portfolios Inc first reported a position in IUSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $41.4M in Q2 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Diversified Portfolios Inc held 157,855 shares of iShares Core Universal USD Bond ETF worth $7.29M as of Q1 2026.
Diversified Portfolios Inc sold 32,634 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.52M.
iShares Core Universal USD Bond ETF made up 0.6% of Diversified Portfolios Inc's portfolio in Q1 2026, its #35 holding.
Diversified Portfolios Inc first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 13 quarters since.
Diversified Portfolios Inc's iShares Core Universal USD Bond ETF position peaked at $41.4M in Q2 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.