Empirical Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Empirical Asset Management’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	$579K	Buy	12,533 +772	+7%	+$36K	0.15%	191
2025 Q4	$547K	Sell	11,761 -830	-7%	-$38.8K	0.15%	184
2025 Q3	$588K	Sell	12,591 -3,137	-20%	-$145K	0.16%	198
2025 Q2	$727K	Sell	15,728 -5,010	-24%	-$229K	0.22%	137
2025 Q1	$956K	Buy	20,738 +3,211	+18%	+$146K	0.33%	81
2024 Q4	$792K	Buy	17,527 +2,281	+15%	+$105K	0.26%	110
2024 Q3	$718K	Buy	15,246 +1,795	+13%	+$83.3K	0.26%	115
2024 Q2	$608K	Buy	13,451 +8,033	+148%	+$361K	0.23%	123
2024 Q1	$247K	Buy	+5,418	New	+$247K	0.12%	228

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

Empirical Asset Management's IUSB Position: Q1 2026 in Review

Empirical Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6.6% in Q1 2026, buying an estimated $36K and bringing the position to 12,533 shares worth $579K. The position accounts for 0.15% of the portfolio, ranked #191.

Empirical Asset Management first reported a position in IUSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $956K in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Empirical Asset Management held 12,533 shares of iShares Core Universal USD Bond ETF worth $579K as of Q1 2026.
Empirical Asset Management bought 772 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $36K.
iShares Core Universal USD Bond ETF made up 0.15% of Empirical Asset Management's portfolio in Q1 2026, its #191 holding.
Empirical Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
Empirical Asset Management's iShares Core Universal USD Bond ETF position peaked at $956K in Q1 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.