Imprint Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Imprint Wealth’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	$1.16K	Hold	25	–	–	0.01%	260
2025 Q4	$1.16K	Sell	25 -25	-50%	-$1.17K	0.01%	279
2025 Q3	$2.34K	Buy	+50	New	+$2.31K	0.01%	270
2024 Q1	$388K	Buy	8,600 +2,736	+47%	+$125K	0.09%	192
2023 Q4	$270K	Buy	5,864 +217	+4%	+$9.59K	0.22%	129
2023 Q3	$247K	Sell	5,647 -1,423	-20%	-$63.6K	0.21%	123
2023 Q2	$321K	Sell	7,070 -726	-9%	-$33.2K	0.2%	135
2023 Q1	$360K	Buy	+7,796	New	+$357K	0.24%	116

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Imprint Wealth's IUSB Position: Q1 2026 in Review

Imprint Wealth held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 25 shares worth $1.16K. The position accounts for 0.01% of the portfolio, ranked #260.

Imprint Wealth first reported a position in IUSB in Q1 2023 and has held it in 8 quarters since. The position peaked at $388K in Q1 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Imprint Wealth held 25 shares of iShares Core Universal USD Bond ETF worth $1.16K as of Q1 2026.
Imprint Wealth left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
iShares Core Universal USD Bond ETF made up 0.01% of Imprint Wealth's portfolio in Q1 2026, its #260 holding.
Imprint Wealth first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 8 quarters since.
Imprint Wealth's iShares Core Universal USD Bond ETF position peaked at $388K in Q1 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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