Johnson Financial Group Inc (Wisconsin)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$233M	Buy	5,053,447 +4,982,541	+7,027%	+$232M	8.45%	2
2025 Q4	$3.3M	Buy	+70,906	New	+$3.31M	0.12%	88
2025 Q3	–	Sell	-71	Closed	-$3.28K	–	1084
2025 Q2	$3.28K	Sell	71 -298	-81%	-$13.6K	﹤0.01%	659
2025 Q1	$17K	Buy	+369	New	+$16.8K	﹤0.01%	724
2023 Q1	–	Sell	-8,977	Closed	-$403K	–	668
2022 Q4	$403K	Sell	8,977 -473	-5%	-$21.2K	0.03%	185
2022 Q3	$421K	Buy	+9,450	New	+$441K	0.04%	176

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

Johnson Financial Group Inc (Wisconsin)'s IUSB Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 7,027% in Q1 2026, buying an estimated $232M and bringing the position to 5,053,447 shares worth $233M. The position accounts for 8.45% of the portfolio, ranked #2.

Johnson Financial Group Inc (Wisconsin) first reported a position in IUSB in Q3 2022 and has held it in 6 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 5,053,447 shares of iShares Core Universal USD Bond ETF worth $233M as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) bought 4,982,541 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $232M.
iShares Core Universal USD Bond ETF made up 8.45% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #2 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 6 quarters since.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.