Freedom Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Freedom Investment Management’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	$230K	Sell	4,980 -4,739	-49%	-$221K	0.07%	99
2025 Q4	$452K	Sell	9,719 -793	-8%	-$37.1K	0.13%	55
2025 Q3	$491K	Sell	10,512 -32,827	-76%	-$1.52M	0.13%	76
2025 Q2	$2M	Buy	43,339 +13,253	+44%	+$605K	0.16%	107
2025 Q1	$1.39M	Buy	30,086 +24,089	+402%	+$1.1M	0.12%	160
2024 Q4	$271K	Sell	5,997 -252	-4%	-$11.6K	0.02%	631
2024 Q3	$294K	Buy	6,249 +281	+5%	+$13K	0.02%	604
2024 Q2	$270K	Sell	5,968 -510	-8%	-$22.9K	0.02%	636
2024 Q1	$295K	Buy	6,478 +1,379	+27%	+$62.8K	0.02%	611
2023 Q4	$235K	Buy	+5,099	New	+$225K	0.02%	670

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Freedom Investment Management's IUSB Position: Q1 2026 in Review

Freedom Investment Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 49% in Q1 2026, selling an estimated $221K and leaving 4,980 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #99.

Freedom Investment Management first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2M in Q2 2025. 838 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Freedom Investment Management held 4,980 shares of iShares Core Universal USD Bond ETF worth $230K as of Q1 2026.
Freedom Investment Management sold 4,739 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $221K.
iShares Core Universal USD Bond ETF made up 0.07% of Freedom Investment Management's portfolio in Q1 2026, its #99 holding.
Freedom Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's iShares Core Universal USD Bond ETF position peaked at $2M in Q2 2025.
838 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.