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J.M. Arbour’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

J.M. Arbour’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 		$6.02M Buy
130,302
+7,615
+6% +$355K 5.78% 1
2025
Q4 		$5.71M Buy
+122,687
New +$5.73M 5.7% 1

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

J.M. Arbour's IUSB Position: Q1 2026 in Review

J.M. Arbour increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6.2% in Q1 2026, buying an estimated $355K and bringing the position to 130,302 shares worth $6.02M. The position accounts for 5.78% of the portfolio, ranked #1.

J.M. Arbour first reported a position in IUSB in Q4 2025 and has held it in 2 quarters since. 838 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • J.M. Arbour held 130,302 shares of iShares Core Universal USD Bond ETF worth $6.02M as of Q1 2026.
  • J.M. Arbour bought 7,615 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $355K.
  • iShares Core Universal USD Bond ETF made up 5.78% of J.M. Arbour's portfolio in Q1 2026, its #1 holding.
  • J.M. Arbour first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 838 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.