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Ehrlich Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ehrlich Financial 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 		– Sell
-4,307
Closed -$200K – 118
2025
Q4 		$200K Hold
4,307
– – 0.11% 110
2025
Q3 		$201K Buy
+4,307
New +$199K 0.12% 108
2024
Q2 		– Sell
-4,411
Closed -$201K – 106
2024
Q1 		$201K Sell
4,411
-37,842
-90% -$1.72M 0.17% 98
2023
Q4 		$1.95M Buy
+42,253
New +$1.87M 1.95% 16

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

Ehrlich Financial Group's IUSB Position: Q1 2026 in Review

Ehrlich Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 4,307 shares — an estimated $200K sold.

Ehrlich Financial Group first reported a position in IUSB in Q4 2023 and held it in 4 quarters. The position peaked at $1.95M in Q4 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Ehrlich Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 4,307 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $200K.
  • Ehrlich Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 4 quarters.
  • Ehrlich Financial Group's iShares Core Universal USD Bond ETF position peaked at $1.95M in Q4 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Ehrlich Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.