Financial Partners Group (Kansas)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Financial Partners Group (Kansas)’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	$387K	Buy	8,370 +131	+2%	+$6.11K	0.05%	159
2025 Q4	$384K	Buy	8,239 +887	+12%	+$41.5K	0.04%	157
2025 Q3	$343K	Buy	7,352 +38	+0.5%	+$1.76K	0.04%	160
2025 Q2	$338K	Buy	+7,314	New	+$334K	0.05%	148
2018 Q3	–	Sell	-68,424	Closed	-$3.38M	–	80
2018 Q2	$3.38M	Sell	68,424 -30,374	-31%	-$1.5M	2.48%	13
2018 Q1	$4.93M	Sell	98,798 -13,775	-12%	-$689K	3.87%	8
2017 Q4	$5.73M	Buy	+112,573	New	+$5.73M	4.51%	6

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

Financial Partners Group (Kansas)'s IUSB Position: Q1 2026 in Review

Financial Partners Group (Kansas) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.6% in Q1 2026, buying an estimated $6.11K and bringing the position to 8,370 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #159.

Financial Partners Group (Kansas) first reported a position in IUSB in Q4 2017 and has held it in 7 quarters since. The position peaked at $5.73M in Q4 2017. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Financial Partners Group (Kansas) held 8,370 shares of iShares Core Universal USD Bond ETF worth $387K as of Q1 2026.
Financial Partners Group (Kansas) bought 131 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $6.11K.
iShares Core Universal USD Bond ETF made up 0.05% of Financial Partners Group (Kansas)'s portfolio in Q1 2026, its #159 holding.
Financial Partners Group (Kansas) first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 7 quarters since.
Financial Partners Group (Kansas)'s iShares Core Universal USD Bond ETF position peaked at $5.73M in Q4 2017.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2026, filed 13 Apr 2026.