Ken Fisher
IUSB icon

Ken Fisher’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ken Fisher’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 		$324K Sell
7,022
-449
-6% -$20.9K ﹤0.01% 891
2025
Q4 		$348K Sell
7,471
-2,605
-26% -$122K ﹤0.01% 858
2025
Q3 		$471K Buy
10,076
+4,987
+98% +$231K ﹤0.01% 788
2025
Q2 		$235K Sell
5,089
-561
-10% -$25.6K ﹤0.01% 935
2025
Q1 		$260K Sell
5,650
-7,492
-57% -$341K ﹤0.01% 925
2024
Q4 		$594K Buy
13,142
+8,688
+195% +$399K ﹤0.01% 747
2024
Q3 		$210K Sell
4,454
-886
-17% -$41.1K ﹤0.01% 893
2024
Q2 		$241K Buy
+5,340
New +$240K ﹤0.01% 919
2023
Q4 		– Sell
-7,108
Closed -$311K – 1052
2023
Q3 		$311K Buy
7,108
+1,200
+20% +$53.6K ﹤0.01% 932
2023
Q2 		$269K Sell
5,908
-4,713
-44% -$216K ﹤0.01% 971
2023
Q1 		$490K Buy
10,621
+1,843
+21% +$84.3K ﹤0.01% 858
2022
Q4 		$394K Buy
+8,778
New +$393K ﹤0.01% 871
2022
Q3 		– Sell
-5,696
Closed -$267K – 970
2022
Q2 		$267K Sell
5,696
-312
-5% -$14.8K ﹤0.01% 819
2022
Q1 		$298K Buy
+6,008
New +$306K ﹤0.01% 817

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

Ken Fisher's IUSB Position: Q1 2026 in Review

Ken Fisher reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 6% in Q1 2026, selling an estimated $20.9K and leaving 7,022 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Ken Fisher first reported a position in IUSB in Q1 2022 and has held it in 14 quarters since. The position peaked at $594K in Q4 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Ken Fisher held 7,022 shares of iShares Core Universal USD Bond ETF worth $324K as of Q1 2026.
  • Ken Fisher sold 449 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $20.9K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #891 holding.
  • Ken Fisher first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Ken Fisher's iShares Core Universal USD Bond ETF position peaked at $594K in Q4 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.