HIF
IUSB icon

Hill Island Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Hill Island Financial’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 		$760K Buy
16,448
+277
+2% +$12.9K 0.18% 39
2025
Q4 		$753K Sell
16,171
-2,695
-14% -$126K 0.18% 39
2025
Q3 		$881K Sell
18,866
-916
-5% -$42.4K 0.22% 37
2025
Q2 		$915K Sell
19,782
-2,468
-11% -$113K 0.26% 32
2025
Q1 		$1.03M Sell
22,250
-2,745
-11% -$125K 0.3% 29
2024
Q4 		$1.13M Buy
24,995
+1,997
+9% +$91.7K 0.33% 33
2024
Q3 		$1.08M Buy
22,998
+61
+0.3% +$2.83K 0.33% 26
2024
Q2 		$1.04M Buy
22,937
+3,047
+15% +$137K 0.34% 28
2024
Q1 		$907K Buy
19,890
+2,092
+12% +$95.2K 0.3% 28
2023
Q4 		$820K Sell
17,798
-3,006
-14% -$133K 0.28% 31
2023
Q3 		$909K Sell
20,804
-732
-3% -$32.7K 0.36% 27
2023
Q2 		$979K Buy
21,536
+1,091
+5% +$49.9K 0.37% 28
2023
Q1 		$942K Buy
20,445
+3,574
+21% +$164K 0.38% 27
2022
Q4 		$758K Buy
16,871
+5,150
+44% +$230K 0.33% 31
2022
Q3 		$522K Buy
11,721
+236
+2% +$11K 0.24% 33
2022
Q2 		$538K Buy
11,485
+813
+8% +$38.6K 0.24% 32
2022
Q1 		$530K Sell
10,672
-17,136
-62% -$873K 0.2% 34
2021
Q4 		$1.47M Buy
+27,808
New +$1.47M 0.53% 20

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

Hill Island Financial's IUSB Position: Q1 2026 in Review

Hill Island Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.7% in Q1 2026, buying an estimated $12.9K and bringing the position to 16,448 shares worth $760K. The position accounts for 0.18% of the portfolio, ranked #39.

Hill Island Financial first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q4 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Hill Island Financial held 16,448 shares of iShares Core Universal USD Bond ETF worth $760K as of Q1 2026.
  • Hill Island Financial bought 277 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $12.9K.
  • iShares Core Universal USD Bond ETF made up 0.18% of Hill Island Financial's portfolio in Q1 2026, its #39 holding.
  • Hill Island Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Hill Island Financial's iShares Core Universal USD Bond ETF position peaked at $1.47M in Q4 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.