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Howe & Rusling’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Howe & Rusling’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 		$371K Sell
8,029
-300
-4% -$14K 0.02% 208
2025
Q4 		$388K Buy
8,329
+215
+3% +$10.1K 0.03% 202
2025
Q3 		$379K Buy
8,114
+40
+0.5% +$1.85K 0.03% 206
2025
Q2 		$373K Buy
8,074
+75
+0.9% +$3.42K 0.03% 202
2025
Q1 		$369K Sell
7,999
-114
-1% -$5.2K 0.03% 190
2024
Q4 		$367K Sell
8,113
-3,494
-30% -$160K 0.03% 192
2024
Q3 		$547K Sell
11,607
-144
-1% -$6.68K 0.05% 148
2024
Q2 		$531K Buy
11,751
+36
+0.3% +$1.62K 0.05% 144
2024
Q1 		$534K Buy
11,715
+627
+6% +$28.5K 0.05% 144
2023
Q4 		$511K Buy
11,088
+389
+4% +$17.2K 0.05% 134
2023
Q3 		$468K Buy
10,699
+135
+1% +$6.03K 0.06% 132
2023
Q2 		$480K Buy
10,564
+522
+5% +$23.9K 0.05% 138
2023
Q1 		$463K Buy
10,042
+92
+0.9% +$4.21K 0.06% 141
2022
Q4 		$447K Buy
9,950
+479
+5% +$21.4K 0.06% 134
2022
Q3 		$421K Sell
9,471
-401
-4% -$18.7K 0.06% 135
2022
Q2 		$462K Sell
9,872
-429
-4% -$20.4K 0.06% 131
2022
Q1 		$511K Buy
10,301
+90
+0.9% +$4.59K 0.06% 127
2021
Q4 		$540K Buy
10,211
+360
+4% +$19.1K 0.06% 125
2021
Q3 		$524K Buy
9,851
+159
+2% +$8.54K 0.07% 119
2021
Q2 		$518K Buy
9,692
+309
+3% +$16.4K 0.07% 114
2021
Q1 		$495K Buy
+9,383
New +$503K 0.07% 112

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Howe & Rusling's IUSB Position: Q1 2026 in Review

Howe & Rusling reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 3.6% in Q1 2026, selling an estimated $14K and leaving 8,029 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #208.

Howe & Rusling first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $547K in Q3 2024. 838 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Howe & Rusling held 8,029 shares of iShares Core Universal USD Bond ETF worth $371K as of Q1 2026.
  • Howe & Rusling sold 300 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $14K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #208 holding.
  • Howe & Rusling first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Howe & Rusling's iShares Core Universal USD Bond ETF position peaked at $547K in Q3 2024.
  • 838 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.