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FWG Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

FWG Investments’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 		$1.45M Buy
31,384
+8,678
+38% +$404K 0.92% 33
2025
Q4 		$1.06M Buy
22,706
+3,196
+16% +$149K 0.67% 46
2025
Q3 		$911K Buy
19,510
+567
+3% +$26.2K 0.63% 47
2025
Q2 		$876K Sell
18,943
-2,186
-10% -$99.8K 0.67% 47
2025
Q1 		$974K Sell
21,129
-7,781
-27% -$355K 1.14% 32
2024
Q4 		$1.31M Buy
28,910
+8,348
+41% +$383K 1.02% 30
2024
Q3 		$969K Buy
20,562
+6,827
+50% +$317K 0.84% 34
2024
Q2 		$621K Sell
13,735
-1,214
-8% -$54.6K 0.63% 42
2024
Q1 		$682K Buy
14,949
+2,373
+19% +$108K 0.74% 32
2023
Q4 		$579K Buy
+12,576
New +$556K 0.72% 34

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

FWG Investments's IUSB Position: Q1 2026 in Review

FWG Investments increased its iShares Core Universal USD Bond ETF (IUSB) stake by 38% in Q1 2026, buying an estimated $404K and bringing the position to 31,384 shares worth $1.45M. The position accounts for 0.92% of the portfolio, ranked #33.

FWG Investments first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • FWG Investments held 31,384 shares of iShares Core Universal USD Bond ETF worth $1.45M as of Q1 2026.
  • FWG Investments bought 8,678 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $404K.
  • iShares Core Universal USD Bond ETF made up 0.92% of FWG Investments's portfolio in Q1 2026, its #33 holding.
  • FWG Investments first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.