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

Elite 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 		$15M Buy
325,786
+9,851
+3% +$459K 6.75% 5
2025
Q4 		$14.7M Buy
315,935
+3,282
+1% +$153K 6.69% 6
2025
Q3 		$14.6M Buy
312,653
+24,826
+9% +$1.15M 6.69% 7
2025
Q2 		$13.3M Buy
287,827
+6,274
+2% +$286K 6.55% 6
2025
Q1 		$13M Buy
281,553
+23,536
+9% +$1.07M 6.86% 5
2024
Q4 		$11.7M Buy
+258,017
New +$11.8M 6.32% 5

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

Elite Financial's IUSB Position: Q1 2026 in Review

Elite Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.1% in Q1 2026, buying an estimated $459K and bringing the position to 325,786 shares worth $15M. The position accounts for 6.75% of the portfolio, ranked #5.

Elite Financial first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Elite Financial held 325,786 shares of iShares Core Universal USD Bond ETF worth $15M as of Q1 2026.
  • Elite Financial bought 9,851 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $459K.
  • iShares Core Universal USD Bond ETF made up 6.75% of Elite Financial's portfolio in Q1 2026, its #5 holding.
  • Elite Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.