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

Integrated Wealth Concepts’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 		$60.4M Buy
1,307,816
+178,762
+16% +$8.33M 0.48% 35
2025
Q4 		$52.5M Sell
1,129,054
-483,444
-30% -$22.6M 0.62% 29
2025
Q3 		$75.3M Buy
1,612,498
+53,285
+3% +$2.46M 0.67% 24
2025
Q2 		$72.1M Buy
1,559,213
+133,304
+9% +$6.08M 0.72% 20
2025
Q1 		$65.7M Sell
1,425,909
-148,445
-9% -$6.77M 0.77% 19
2024
Q4 		$71.2M Buy
1,574,354
+240,878
+18% +$11.1M 0.83% 17
2024
Q3 		$62.8M Sell
1,333,476
-193,667
-13% -$8.99M 0.77% 19
2024
Q2 		$69.1M Buy
1,527,143
+1,143,175
+298% +$51.4M 0.94% 14
2024
Q1 		$17.5M Buy
383,968
+22,200
+6% +$1.01M 0.25% 99
2023
Q4 		$16.7M Sell
361,768
-42,353
-10% -$1.87M 0.27% 87
2023
Q3 		$17.7M Sell
404,121
-33,928
-8% -$1.52M 0.31% 76
2023
Q2 		$19.9M Buy
438,049
+17,249
+4% +$789K 0.34% 62
2023
Q1 		$19.4M Buy
420,800
+103,405
+33% +$4.73M 0.4% 54
2022
Q4 		$14.3M Buy
317,395
+47,519
+18% +$2.13M 0.39% 54
2022
Q3 		$12M Buy
269,876
+44,072
+20% +$2.06M 0.38% 58
2022
Q2 		$10.6M Buy
225,804
+52,709
+30% +$2.5M 0.33% 65
2022
Q1 		$8.59M Buy
173,095
+31,277
+22% +$1.59M 0.26% 81
2021
Q4 		$7.51M Buy
141,818
+31,392
+28% +$1.66M 0.22% 89
2021
Q3 		$5.88M Buy
110,426
+2,373
+2% +$127K 0.19% 102
2021
Q2 		$5.78M Buy
108,053
+9,018
+9% +$479K 0.2% 101
2021
Q1 		$5.22M Buy
99,035
+58,720
+146% +$3.15M 0.21% 95
2020
Q4 		$2.2M Sell
40,315
-332,448
-89% -$18.1M 0.1% 143
2020
Q3 		$20.3M Sell
372,763
-58,311
-14% -$3.18M 1.25% 18
2020
Q2 		$23.4M Buy
431,074
+113,541
+36% +$6.08M 1.69% 8
2020
Q1 		$16.7M Buy
317,533
+73,598
+30% +$3.86M 1.54% 18
2019
Q4 		$12.7M Buy
243,935
+64,527
+36% +$3.37M 1.07% 28
2019
Q3 		$9.4M Buy
179,408
+148,491
+480% +$7.73M 1.06% 27
2019
Q2 		$1.58M Buy
30,917
+8,253
+36% +$419K 0.21% 86
2019
Q1 		$1.15M Buy
22,664
+5,652
+33% +$281K 0.19% 93
2018
Q4 		$838K Buy
17,012
+8,269
+95% +$403K 0.23% 91
2018
Q3 		$428K Sell
8,743
-2,890
-25% -$143K 0.13% 135
2018
Q2 		$572K Buy
+11,633
New +$574K 0.2% 102

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

Integrated Wealth Concepts's IUSB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q1 2026, buying an estimated $8.33M and bringing the position to 1,307,816 shares worth $60.4M. The position accounts for 0.48% of the portfolio, ranked #35.

Integrated Wealth Concepts first reported a position in IUSB in Q2 2018 and has held it in 32 quarters since. The position peaked at $75.3M in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Integrated Wealth Concepts held 1,307,816 shares of iShares Core Universal USD Bond ETF worth $60.4M as of Q1 2026.
  • Integrated Wealth Concepts bought 178,762 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $8.33M.
  • iShares Core Universal USD Bond ETF made up 0.48% of Integrated Wealth Concepts's portfolio in Q1 2026, its #35 holding.
  • Integrated Wealth Concepts first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • Integrated Wealth Concepts's iShares Core Universal USD Bond ETF position peaked at $75.3M in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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