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Foundations Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Foundations Investment 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 		$174M Buy
3,776,645
+414,230
+12% +$19.3M 2.16% 3
2025
Q4 		$156M Buy
3,362,415
+90,301
+3% +$4.22M 2.05% 4
2025
Q3 		$153M Sell
3,272,114
-53,752
-2% -$2.49M 2.22% 5
2025
Q2 		$154M Buy
3,325,866
+290,902
+10% +$13.3M 2.43% 4
2025
Q1 		$140M Buy
3,034,964
+193,257
+7% +$8.81M 2.58% 4
2024
Q4 		$128M Sell
2,841,707
-232,887
-8% -$10.7M 2.48% 3
2024
Q3 		$145M Buy
3,074,594
+953,717
+45% +$44.3M 3.04% 1
2024
Q2 		$95.9M Sell
2,120,877
-103,593
-5% -$4.66M 2.33% 8
2024
Q1 		$101M Buy
2,224,470
+23,381
+1% +$1.06M 2.66% 6
2023
Q4 		$102M Buy
2,201,089
+302,234
+16% +$13.4M 2.73% 5
2023
Q3 		$83M Sell
1,898,855
-166,340
-8% -$7.43M 2.56% 5
2023
Q2 		$93.9M Buy
2,065,195
+731,859
+55% +$33.5M 3.11% 6
2023
Q1 		$61.5M Buy
1,333,336
+310,421
+30% +$14.2M 2.2% 10
2022
Q4 		$46M Buy
1,022,915
+272,159
+36% +$12.2M 1.83% 9
2022
Q3 		$33.4M Buy
750,756
+185,518
+33% +$8.65M 1.46% 10
2022
Q2 		$26.5M Buy
565,238
+165,910
+42% +$7.88M 1.11% 13
2022
Q1 		$19.2M Buy
399,328
+173,696
+77% +$8.85M 0.74% 14
2021
Q4 		$11.8M Sell
225,632
-6,429
-3% -$341K 0.44% 21
2021
Q3 		$12.3M Buy
232,061
+47,384
+26% +$2.55M 0.54% 20
2021
Q2 		$9.91M Buy
184,677
+58,913
+47% +$3.13M 0.48% 29
2021
Q1 		$6.64M Buy
+125,764
New +$6.74M 0.38% 30

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

Foundations Investment Advisors's IUSB Position: Q1 2026 in Review

Foundations Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q1 2026, buying an estimated $19.3M and bringing the position to 3,776,645 shares worth $174M. The position accounts for 2.16% of the portfolio, ranked #3.

Foundations Investment Advisors first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Foundations Investment Advisors held 3,776,645 shares of iShares Core Universal USD Bond ETF worth $174M as of Q1 2026.
  • Foundations Investment Advisors bought 414,230 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $19.3M.
  • iShares Core Universal USD Bond ETF made up 2.16% of Foundations Investment Advisors's portfolio in Q1 2026, its #3 holding.
  • Foundations Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.