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

Hanlon 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 		$1.71M Buy
37,042
+257
+0.7% +$12K 0.94% 20
2025
Q4 		$1.71M Sell
36,785
-1,013
-3% -$47.4K 0.95% 20
2025
Q3 		$1.77M Sell
37,798
-1,417
-4% -$65.5K 1.06% 18
2025
Q2 		$1.81M Sell
39,215
-9,138
-19% -$417K 1.3% 14
2025
Q1 		$2.23M Sell
48,353
-7,035
-13% -$321K 1.68% 10
2024
Q4 		$2.5M Sell
55,388
-25,076
-31% -$1.15M 0.68% 22
2024
Q3 		$3.79M Buy
80,464
+13,155
+20% +$610K 1.06% 18
2024
Q2 		$3.04M Sell
67,309
-1,007
-1% -$45.3K 0.9% 20
2024
Q1 		$3.11M Buy
68,316
+12,775
+23% +$581K 0.95% 18
2023
Q4 		$2.56M Sell
55,541
-14,868
-21% -$657K 0.81% 20
2023
Q3 		$3.08M Sell
70,409
-15,167
-18% -$678K 0.93% 15
2023
Q2 		$3.89M Buy
85,576
+10,728
+14% +$491K 1.13% 16
2023
Q1 		$3.45M Buy
74,848
+20,398
+37% +$934K 1.03% 16
2022
Q4 		$2.45M Buy
54,450
+6,250
+13% +$280K 0.84% 22
2022
Q3 		$2.15M Buy
48,200
+1,849
+4% +$86.3K 0.81% 24
2022
Q2 		$2.17M Buy
46,351
+6,853
+17% +$326K 0.53% 38
2022
Q1 		$1.96M Buy
39,498
+10,956
+38% +$558K 0.42% 47
2021
Q4 		$1.51M Buy
28,542
+2,546
+10% +$135K 0.29% 56
2021
Q3 		$1.38M Buy
25,996
+595
+2% +$32K 0.29% 58
2021
Q2 		$1.36M Buy
25,401
+4,466
+21% +$237K 0.28% 57
2021
Q1 		$1.1M Buy
+20,935
New +$1.12M 0.24% 64

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

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

Hanlon Investment Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.7% in Q1 2026, buying an estimated $12K and bringing the position to 37,042 shares worth $1.71M. The position accounts for 0.94% of the portfolio, ranked #20.

Hanlon Investment Management first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.89M in Q2 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Hanlon Investment Management held 37,042 shares of iShares Core Universal USD Bond ETF worth $1.71M as of Q1 2026.
  • Hanlon Investment Management bought 257 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $12K.
  • iShares Core Universal USD Bond ETF made up 0.94% of Hanlon Investment Management's portfolio in Q1 2026, its #20 holding.
  • Hanlon Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Hanlon Investment Management's iShares Core Universal USD Bond ETF position peaked at $3.89M in Q2 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Hanlon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.