IIM
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IFC & Insurance Marketing’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-218
Closed -$10K – 362
2025
Q4 		$10K Buy
+218
New +$10.2K 0.01% 399

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IFC & Insurance Marketing's IUSB Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 218 shares — an estimated $10K sold.

IFC & Insurance Marketing first reported a position in IUSB in Q4 2025 and held it in 1 quarter. The position peaked at $10K in Q4 2025. 842 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 218 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $10K.
  • IFC & Insurance Marketing first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares Core Universal USD Bond ETF position peaked at $10K in Q4 2025.
  • 842 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.