EH
IUSB icon

Equitable Holdings’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Equitable Holdings’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 		$5.19M Buy
111,419
+35,828
+47% +$1.67M 0.03% 421
2025
Q4 		$3.52M Buy
75,591
+7,669
+11% +$358K 0.02% 476
2025
Q3 		$3.17M Buy
67,922
+14,788
+28% +$684K 0.02% 471
2025
Q2 		$2.46M Buy
53,134
+14,757
+38% +$673K 0.02% 513
2025
Q1 		$1.77M Buy
38,377
+4,807
+14% +$219K 0.02% 543
2024
Q4 		$1.52M Buy
33,570
+1,918
+6% +$88K 0.01% 550
2024
Q3 		$1.49M Buy
31,652
+5,132
+19% +$238K 0.01% 573
2024
Q2 		$1.2M Sell
26,520
-1,862
-7% -$83.7K 0.01% 605
2024
Q1 		$1.29M Buy
28,382
+2,665
+10% +$121K 0.01% 555
2023
Q4 		$1.18M Sell
25,717
-213
-0.8% -$9.41K 0.01% 538
2023
Q3 		$1.13M Buy
25,930
+7,693
+42% +$344K 0.02% 509
2023
Q2 		$829K Sell
18,237
-20
-0.1% -$915 0.01% 565
2023
Q1 		$843K Buy
18,257
+2,627
+17% +$120K 0.01% 515
2022
Q4 		$702K Buy
+15,630
New +$699K 0.01% 525
2022
Q1 		– Sell
-233,549
Closed -$12.4M – 892
2021
Q4 		$12.4M Buy
233,549
+42,079
+22% +$2.23M 0.19% 85
2021
Q3 		$10.2M Buy
191,470
+12,922
+7% +$694K 0.17% 91
2021
Q2 		$9.55M Buy
178,548
+40,042
+29% +$2.13M 0.16% 91
2021
Q1 		$7.31M Buy
+138,506
New +$7.42M 0.15% 106

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

Equitable Holdings's IUSB Position: Q1 2026 in Review

Equitable Holdings increased its iShares Core Universal USD Bond ETF (IUSB) stake by 47% in Q1 2026, buying an estimated $1.67M and bringing the position to 111,419 shares worth $5.19M. The position accounts for 0.03% of the portfolio, ranked #421.

Equitable Holdings first reported a position in IUSB in Q1 2021 and has held it in 18 quarters since. The position peaked at $12.4M in Q4 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Equitable Holdings held 111,419 shares of iShares Core Universal USD Bond ETF worth $5.19M as of Q1 2026.
  • Equitable Holdings bought 35,828 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.67M.
  • iShares Core Universal USD Bond ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #421 holding.
  • Equitable Holdings first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • Equitable Holdings's iShares Core Universal USD Bond ETF position peaked at $12.4M in Q4 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.