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Edgestream Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Edgestream Partners’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
-44,201
Closed -$2.06M – 985
2025
Q4 		$2.06M Sell
44,201
-1,855
-4% -$86.7K 0.06% 522
2025
Q3 		$2.15M Buy
46,056
+3,474
+8% +$161K 0.06% 515
2025
Q2 		$1.97M Buy
42,582
+6,575
+18% +$300K 0.05% 532
2025
Q1 		$1.66M Buy
+36,007
New +$1.64M 0.06% 525
2024
Q4 		– Sell
-33,596
Closed -$1.58M – 967
2024
Q3 		$1.58M Buy
+33,596
New +$1.56M 0.07% 468

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

Edgestream Partners's IUSB Position: Q1 2026 in Review

Edgestream Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 44,201 shares — an estimated $2.06M sold.

Edgestream Partners first reported a position in IUSB in Q3 2024 and held it in 5 quarters. The position peaked at $2.15M in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Edgestream Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 44,201 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.06M.
  • Edgestream Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and held it in 5 quarters.
  • Edgestream Partners's iShares Core Universal USD Bond ETF position peaked at $2.15M in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.