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

Journey Strategic 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	$390K	Sell	8,448 -840	-9%	-$39.1K	0.01%	427
2025 Q4	$432K	Sell	9,288 -516	-5%	-$24.1K	0.01%	347
2025 Q3	$458K	Sell	9,804 -2,500	-20%	-$116K	0.01%	322
2025 Q2	$569K	Sell	12,304 -456	-4%	-$20.8K	0.02%	265
2025 Q1	$588K	Sell	12,760 -10,947	-46%	-$499K	0.02%	200
2024 Q4	$1.07M	Sell	23,707 -18,183	-43%	-$835K	0.04%	117
2024 Q3	$1.97M	Buy	41,890 +35,825	+591%	+$1.66M	0.07%	73
2024 Q2	$274K	Sell	6,065 -20,819	-77%	-$936K	0.01%	274
2024 Q1	$1.23M	Buy	+26,884	New	+$1.22M	0.05%	65

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

Journey Strategic Wealth's IUSB Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 9% in Q1 2026, selling an estimated $39.1K and leaving 8,448 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #427.

Journey Strategic Wealth first reported a position in IUSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.97M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Journey Strategic Wealth held 8,448 shares of iShares Core Universal USD Bond ETF worth $390K as of Q1 2026.
Journey Strategic Wealth sold 840 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $39.1K.
iShares Core Universal USD Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #427 holding.
Journey Strategic Wealth first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's iShares Core Universal USD Bond ETF position peaked at $1.97M in Q3 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.