Hazlett, Burt & Watson’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Hazlett, Burt & Watson’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	$28K	Hold	607	–	–	0.01%	540
2025 Q4	$28K	Hold	607	–	–	0.01%	542
2025 Q3	$28K	Sell	607 -181	-23%	-$8.37K	0.01%	507
2025 Q2	$36K	Hold	788	–	–	0.01%	420
2025 Q1	$36K	Sell	788 -3,536	-82%	-$161K	0.02%	402
2024 Q4	$195K	Sell	4,324 -26	-0.6%	-$1.19K	0.09%	204
2024 Q3	$205K	Buy	4,350 +13	+0.3%	+$603	0.09%	193
2024 Q2	$195K	Sell	4,337 -103	-2%	-$4.63K	0.1%	185
2024 Q1	$203K	Buy	4,440 +8	+0.2%	+$364	0.12%	169
2023 Q4	$204K	Sell	4,432 -284	-6%	-$12.6K	0.14%	147
2023 Q3	$207K	Sell	4,716 -753	-14%	-$33.7K	0.15%	140
2023 Q2	$250K	Buy	+5,469	New	+$250K	0.19%	119
2022 Q3	–	Sell	-32	Closed	-$1K	–	638
2022 Q2	$1K	Buy	+32	New	+$1.52K	﹤0.01%	583

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Hazlett, Burt & Watson's IUSB Position: Q1 2026 in Review

Hazlett, Burt & Watson held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 607 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #540.

Hazlett, Burt & Watson first reported a position in IUSB in Q2 2022 and has held it in 13 quarters since. The position peaked at $250K in Q2 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Hazlett, Burt & Watson held 607 shares of iShares Core Universal USD Bond ETF worth $28K as of Q1 2026.
Hazlett, Burt & Watson left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
iShares Core Universal USD Bond ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #540 holding.
Hazlett, Burt & Watson first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 13 quarters since.
Hazlett, Burt & Watson's iShares Core Universal USD Bond ETF position peaked at $250K in Q2 2023.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.