IP
IUSB icon

Ignite Planners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ignite Planners’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 		$5.09M Buy
109,921
+4,579
+4% +$213K 0.79% 27
2025
Q4 		$4.91M Buy
105,342
+627
+0.6% +$29.3K 0.75% 31
2025
Q3 		$4.89M Sell
104,715
-4,235
-4% -$196K 0.8% 30
2025
Q2 		$4.99M Buy
108,950
+6,559
+6% +$299K 0.87% 26
2025
Q1 		$4.69M Buy
102,391
+7,870
+8% +$359K 0.92% 23
2024
Q4 		$4.27M Buy
94,521
+3,636
+4% +$167K 0.94% 27
2024
Q3 		$4.28M Buy
90,885
+3,241
+4% +$150K 0.98% 25
2024
Q2 		$3.98M Buy
87,644
+12,628
+17% +$568K 0.97% 25
2024
Q1 		$3.39M Buy
75,016
+20,657
+38% +$940K 0.95% 26
2023
Q4 		$2.49M Buy
+54,359
New +$2.4M 0.74% 29

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

Ignite Planners's IUSB Position: Q1 2026 in Review

Ignite Planners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.3% in Q1 2026, buying an estimated $213K and bringing the position to 109,921 shares worth $5.09M. The position accounts for 0.79% of the portfolio, ranked #27.

Ignite Planners first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Ignite Planners held 109,921 shares of iShares Core Universal USD Bond ETF worth $5.09M as of Q1 2026.
  • Ignite Planners bought 4,579 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $213K.
  • iShares Core Universal USD Bond ETF made up 0.79% of Ignite Planners's portfolio in Q1 2026, its #27 holding.
  • Ignite Planners first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.