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First Foundation Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

First Foundation 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 		– Sell
-5,138
Closed -$239K – 345
2025
Q4 		$239K Buy
+5,138
New +$240K 0.01% 308

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

First Foundation Advisors's IUSB Position: Q1 2026 in Review

First Foundation Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 5,138 shares — an estimated $239K sold.

First Foundation Advisors first reported a position in IUSB in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • First Foundation Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • First Foundation Advisors sold 5,138 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $239K.
  • First Foundation Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and held it in 1 quarter.
  • First Foundation Advisors's iShares Core Universal USD Bond ETF position peaked at $239K in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.