JWM
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JGP Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

JGP 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 		– Sell
-4,408
Closed -$205K – 235
2025
Q4 		$205K Hold
4,408
– – 0.02% 230
2025
Q3 		$206K Buy
+4,408
New +$204K 0.02% 206

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

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

JGP Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 4,408 shares — an estimated $205K sold.

JGP Wealth Management first reported a position in IUSB in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • JGP Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • JGP Wealth Management sold 4,408 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $205K.
  • JGP Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and held it in 2 quarters.
  • JGP Wealth Management's iShares Core Universal USD Bond ETF position peaked at $206K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on JGP Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.