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FAS Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

FAS Wealth Partners’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 		$43.5K Sell
942
-52
-5% -$2.42K ﹤0.01% 402
2025
Q4 		$46.3K Sell
994
-58
-6% -$2.71K ﹤0.01% 398
2025
Q3 		$49.1K Buy
1,052
+11
+1% +$509 ﹤0.01% 372
2025
Q2 		$48.1K Buy
1,041
+11
+1% +$502 ﹤0.01% 371
2025
Q1 		$47.5K Sell
1,030
-850
-45% -$38.7K ﹤0.01% 341
2024
Q4 		$85K Buy
1,880
+94
+5% +$4.32K 0.01% 325
2024
Q3 		$84.2K Buy
1,786
+110
+7% +$5.1K 0.01% 330
2024
Q2 		$75.8K Buy
1,676
+17
+1% +$764 0.01% 322
2024
Q1 		$75.6K Sell
1,659
-701
-30% -$31.9K 0.01% 329
2023
Q4 		$109K Buy
2,360
+707
+43% +$31.2K 0.01% 307
2023
Q3 		$72.3K Sell
1,653
-3,062
-65% -$137K 0.01% 317
2023
Q2 		$214K Buy
4,715
+40
+0.9% +$1.83K 0.03% 249
2023
Q1 		$216K Sell
4,675
-988
-17% -$45.2K 0.02% 268
2022
Q4 		$254K Sell
5,663
-6,486
-53% -$290K 0.03% 257
2022
Q3 		$541K Sell
12,149
-2,071
-15% -$96.6K 0.06% 176
2022
Q2 		$666K Buy
14,220
+58
+0.4% +$2.76K 0.07% 167
2022
Q1 		$703K Sell
14,162
-5,429
-28% -$277K 0.07% 164
2021
Q4 		$1.04M Buy
19,591
+84
+0.4% +$4.45K 0.1% 127
2021
Q3 		$1.04M Buy
19,507
+2,225
+13% +$120K 0.1% 125
2021
Q2 		$924K Sell
17,282
-1,859
-10% -$98.7K 0.09% 133
2021
Q1 		$1.01M Sell
19,141
-696
-4% -$37.3K 0.11% 121
2020
Q4 		$1.08M Buy
19,837
+335
+2% +$18.2K 0.12% 106
2020
Q3 		$1.06M Sell
19,502
-368
-2% -$20.1K 0.14% 104
2020
Q2 		$1.08M Sell
19,870
-380
-2% -$20.4K 0.16% 98
2020
Q1 		$1.06M Sell
20,250
-326
-2% -$17.1K 0.19% 91
2019
Q4 		$1.07M Buy
20,576
+241
+1% +$12.6K 0.18% 87
2019
Q3 		$1.07M Sell
20,335
-805
-4% -$41.9K 0.19% 81
2019
Q2 		$1.09M Sell
21,140
-6,840
-24% -$347K 0.2% 79
2019
Q1 		$1.42M Sell
27,980
-1,787
-6% -$88.9K 0.28% 68
2018
Q4 		$1.47M Buy
+29,767
New +$1.45M 0.34% 62

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

FAS Wealth Partners's IUSB Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.2% in Q1 2026, selling an estimated $2.42K and leaving 942 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

FAS Wealth Partners first reported a position in IUSB in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.47M in Q4 2018. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • FAS Wealth Partners held 942 shares of iShares Core Universal USD Bond ETF worth $43.5K as of Q1 2026.
  • FAS Wealth Partners sold 52 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.42K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #402 holding.
  • FAS Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • FAS Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $1.47M in Q4 2018.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.