IWM
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IHT Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

IHT Wealth Management’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 		$983K Buy
21,276
+9,000
+73% +$419K 0.02% 580
2025
Q4 		$571K Buy
12,276
+1,812
+17% +$84.7K 0.01% 720
2025
Q3 		$489K Sell
10,464
-1,054
-9% -$48.7K 0.01% 750
2025
Q2 		$532K Sell
11,518
-9,756
-46% -$445K 0.01% 681
2025
Q1 		$980K Buy
21,274
+4,425
+26% +$202K 0.03% 480
2024
Q4 		$762K Sell
16,849
-7,460
-31% -$342K 0.02% 542
2024
Q3 		$1.15M Buy
24,309
+18,123
+293% +$841K 0.03% 465
2024
Q2 		$280K Buy
6,186
+504
+9% +$22.7K 0.01% 820
2024
Q1 		$259K Sell
5,682
-2,220
-28% -$101K 0.01% 849
2023
Q4 		$364K Sell
7,902
-581
-7% -$25.7K 0.02% 694
2023
Q3 		$371K Sell
8,483
-10,915
-56% -$488K 0.02% 650
2023
Q2 		$882K Buy
19,398
+1,050
+6% +$48K 0.05% 371
2023
Q1 		$847K Sell
18,348
-5,807
-24% -$266K 0.05% 342
2022
Q4 		$1.09M Sell
24,155
-7,668
-24% -$343K 0.07% 284
2022
Q3 		$1.42M Buy
+31,823
New +$1.48M 0.11% 211
2021
Q3 		– Sell
-19,110
Closed -$1.02M – 891
2021
Q2 		$1.02M Buy
19,110
+5,224
+38% +$277K 0.06% 317
2021
Q1 		$732K Buy
+13,886
New +$744K 0.05% 344

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

IHT Wealth Management's IUSB Position: Q1 2026 in Review

IHT Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 73% in Q1 2026, buying an estimated $419K and bringing the position to 21,276 shares worth $983K. The position accounts for 0.02% of the portfolio, ranked #580.

IHT Wealth Management first reported a position in IUSB in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.42M in Q3 2022. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • IHT Wealth Management held 21,276 shares of iShares Core Universal USD Bond ETF worth $983K as of Q1 2026.
  • IHT Wealth Management bought 9,000 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $419K.
  • iShares Core Universal USD Bond ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #580 holding.
  • IHT Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 17 quarters since.
  • IHT Wealth Management's iShares Core Universal USD Bond ETF position peaked at $1.42M in Q3 2022.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.