Eight 31 Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Eight 31 Financial’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	$6.03M	Sell	130,615 -267	-0.2%	-$12.4K	3.64%	13
2025 Q4	$6.09M	Buy	130,882 +1,235	+1%	+$57.7K	3.34%	14
2025 Q3	$6.06M	Buy	129,647 +9,981	+8%	+$462K	3.41%	14
2025 Q2	$5.53M	Sell	119,666 -180	-0.2%	-$8.21K	3.65%	14
2025 Q1	$5.52M	Buy	119,846 +59,950	+100%	+$2.73M	3.54%	13
2024 Q4	$2.71M	Sell	59,896 -55,623	-48%	-$2.55M	2.03%	8
2024 Q3	$5.44M	Buy	115,519 +10,502	+10%	+$487K	4.19%	6
2024 Q2	$4.75M	Buy	105,017 +70,596	+205%	+$3.17M	3.62%	7
2024 Q1	$1.57M	Buy	+34,421	New	+$1.57M	0.97%	25

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

Eight 31 Financial's IUSB Position: Q1 2026 in Review

Eight 31 Financial reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.2% in Q1 2026, selling an estimated $12.4K and leaving 130,615 shares worth $6.03M. The position accounts for 3.64% of the portfolio, ranked #13.

Eight 31 Financial first reported a position in IUSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.09M in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Eight 31 Financial held 130,615 shares of iShares Core Universal USD Bond ETF worth $6.03M as of Q1 2026.
Eight 31 Financial sold 267 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $12.4K.
iShares Core Universal USD Bond ETF made up 3.64% of Eight 31 Financial's portfolio in Q1 2026, its #13 holding.
Eight 31 Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
Eight 31 Financial's iShares Core Universal USD Bond ETF position peaked at $6.09M in Q4 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.