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

Keebeck 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 		$7.03M Buy
152,297
+109,672
+257% +$5.11M 0.79% 29
2025
Q4 		$1.98M Buy
42,625
+1,698
+4% +$79.4K 0.23% 108
2025
Q3 		$1.91M Buy
40,927
+3,605
+10% +$167K 0.23% 109
2025
Q2 		$1.73M Sell
37,322
-100,484
-73% -$4.59M 0.23% 109
2025
Q1 		$6.35M Buy
137,806
+44,168
+47% +$2.01M 0.94% 22
2024
Q4 		$4.23M Sell
93,638
-7,463
-7% -$343K 0.61% 48
2024
Q3 		$4.76M Buy
101,101
+30,106
+42% +$1.4M 0.69% 43
2024
Q2 		$3.21M Buy
70,995
+486
+0.7% +$21.9K 0.47% 64
2024
Q1 		$3.21M Buy
70,509
+24,963
+55% +$1.14M 0.47% 61
2023
Q4 		$2.1M Sell
45,546
-7,348
-14% -$325K 0.35% 78
2023
Q3 		$2.31M Sell
52,894
-130
-0.2% -$5.81K 0.4% 69
2023
Q2 		$2.41M Sell
53,024
-786
-1% -$36K 0.33% 73
2023
Q1 		$2.48M Buy
53,810
+14,000
+35% +$641K 0.4% 66
2022
Q4 		$1.79M Buy
39,810
+7,936
+25% +$355K 0.31% 77
2022
Q3 		$1.42M Buy
31,874
+5,063
+19% +$236K 0.27% 86
2022
Q2 		$1.25M Buy
26,811
+10,356
+63% +$492K 0.24% 95
2022
Q1 		$817K Buy
+16,455
New +$839K 0.14% 125

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

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

Keebeck Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 257% in Q1 2026, buying an estimated $5.11M and bringing the position to 152,297 shares worth $7.03M. The position accounts for 0.79% of the portfolio, ranked #29.

Keebeck Wealth Management first reported a position in IUSB in Q1 2022 and has held it in 17 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Keebeck Wealth Management held 152,297 shares of iShares Core Universal USD Bond ETF worth $7.03M as of Q1 2026.
  • Keebeck Wealth Management bought 109,672 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $5.11M.
  • iShares Core Universal USD Bond ETF made up 0.79% of Keebeck Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Keebeck Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.