Essential Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Essential Planning’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	$862K	Hold	18,663	–	–	0.27%	37
2025 Q4	$869K	Sell	18,663 -1,721	-8%	-$80.4K	0.28%	37
2025 Q3	$952K	Hold	20,384	–	–	0.33%	36
2025 Q2	$942K	Hold	20,384	–	–	0.35%	33
2025 Q1	$939K	Sell	20,384 -1,601,504	-99%	-$73M	0.38%	33
2024 Q4	$74.5M	Buy	1,621,888 +1,596,884	+6,387%	+$73.3M	0.49%	23
2024 Q3	$1.18M	Hold	25,004	–	–	0.48%	27
2024 Q2	$1.13M	Buy	25,004 +11,500	+85%	+$517K	0.5%	27
2024 Q1	$622K	Hold	13,504	–	–	0.31%	32
2023 Q4	$622K	Buy	13,504 +8,284	+159%	+$366K	0.31%	32
2023 Q3	$228K	Buy	+5,220	New	+$233K	0.13%	51

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

Essential Planning's IUSB Position: Q1 2026 in Review

Essential Planning held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 18,663 shares worth $862K. The position accounts for 0.27% of the portfolio, ranked #37.

Essential Planning first reported a position in IUSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $74.5M in Q4 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Essential Planning held 18,663 shares of iShares Core Universal USD Bond ETF worth $862K as of Q1 2026.
Essential Planning left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
iShares Core Universal USD Bond ETF made up 0.27% of Essential Planning's portfolio in Q1 2026, its #37 holding.
Essential Planning first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 11 quarters since.
Essential Planning's iShares Core Universal USD Bond ETF position peaked at $74.5M in Q4 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.