Financial Sense Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Financial Sense Advisors’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	$202K	Buy	4,366 +1	+0%	+$47	0.04%	139
2025 Q4	$203K	Sell	4,365 -582	-12%	-$27.2K	0.04%	144
2025 Q3	$231K	Sell	4,947 -364	-7%	-$16.8K	0.04%	145
2025 Q2	$246K	Sell	5,311 -379	-7%	-$17.3K	0.06%	127
2025 Q1	$262K	Buy	5,690 +331	+6%	+$15.1K	0.07%	97
2024 Q4	$242K	Sell	5,359 -841	-14%	-$38.6K	0.08%	98
2024 Q3	$292K	Buy	6,200 +431	+7%	+$20K	0.08%	95
2024 Q2	$261K	Buy	+5,769	New	+$259K	0.08%	103
2022 Q1	–	Sell	-4,271	Closed	-$226K	–	104
2021 Q4	$226K	Hold	4,271	–	–	0.08%	102
2021 Q3	$227K	Buy	4,271 +158	+4%	+$8.49K	0.08%	97
2021 Q2	$220K	Buy	+4,113	New	+$218K	0.07%	109

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 Sense Advisors's IUSB Position: Q1 2026 in Review

Financial Sense Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.02% in Q1 2026, buying an estimated $47 and bringing the position to 4,366 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #139.

Financial Sense Advisors first reported a position in IUSB in Q2 2021 and has held it in 11 quarters since. The position peaked at $292K in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Financial Sense Advisors held 4,366 shares of iShares Core Universal USD Bond ETF worth $202K as of Q1 2026.
Financial Sense Advisors bought 1 iShares Core Universal USD Bond ETF share in Q1 2026, an estimated $47.
iShares Core Universal USD Bond ETF made up 0.04% of Financial Sense Advisors's portfolio in Q1 2026, its #139 holding.
Financial Sense Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 11 quarters since.
Financial Sense Advisors's iShares Core Universal USD Bond ETF position peaked at $292K in Q3 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Financial Sense Advisors's 13F filing for Q1 2026, filed 14 May 2026.