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Holistic Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Holistic Planning’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 		$469K Sell
10,162
-4,399
-30% -$205K 0.09% 187
2025
Q4 		$678K Buy
14,561
+9,629
+195% +$450K 0.14% 134
2025
Q3 		$230K Sell
4,932
-701
-12% -$32.4K 0.06% 206
2025
Q2 		$260K Buy
5,633
+443
+9% +$20.2K 0.07% 186
2025
Q1 		$239K Sell
5,190
-309
-6% -$14.1K 0.08% 163
2024
Q4 		$249K Buy
+5,499
New +$252K 0.09% 147

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

Holistic Planning's IUSB Position: Q1 2026 in Review

Holistic Planning reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 30% in Q1 2026, selling an estimated $205K and leaving 10,162 shares worth $469K. The position accounts for 0.09% of the portfolio, ranked #187.

Holistic Planning first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $678K in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Holistic Planning held 10,162 shares of iShares Core Universal USD Bond ETF worth $469K as of Q1 2026.
  • Holistic Planning sold 4,399 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $205K.
  • iShares Core Universal USD Bond ETF made up 0.09% of Holistic Planning's portfolio in Q1 2026, its #187 holding.
  • Holistic Planning first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Holistic Planning's iShares Core Universal USD Bond ETF position peaked at $678K in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.