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Kestra Private Wealth Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kestra Private Wealth Services’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 		$2.9M Buy
62,787
+11,097
+21% +$517K 0.04% 449
2025
Q4 		$2.41M Buy
51,690
+8,235
+19% +$385K 0.03% 488
2025
Q3 		$2.03M Sell
43,455
-68
-0.2% -$3.15K 0.03% 519
2025
Q2 		$2.01M Sell
43,523
-22,371
-34% -$1.02M 0.03% 495
2025
Q1 		$3.04M Sell
65,894
-1,245
-2% -$56.7K 0.05% 356
2024
Q4 		$3.03M Buy
67,139
+2,470
+4% +$113K 0.05% 332
2024
Q3 		$3.05M Buy
64,669
+3,150
+5% +$146K 0.06% 323
2024
Q2 		$2.78M Buy
61,519
+10,162
+20% +$457K 0.06% 317
2024
Q1 		$2.34M Buy
51,357
+13,281
+35% +$604K 0.05% 333
2023
Q4 		$1.75M Sell
38,076
-25,302
-40% -$1.12M 0.04% 378
2023
Q3 		$2.77M Sell
63,378
-6,449
-9% -$288K 0.09% 247
2023
Q2 		$3.18M Buy
69,827
+13,218
+23% +$605K 0.11% 210
2023
Q1 		$2.61M Buy
56,609
+44,601
+371% +$2.04M 0.1% 213
2022
Q4 		$540K Buy
12,008
+3,941
+49% +$176K 0.03% 502
2022
Q3 		$359K Buy
+8,067
New +$376K 0.02% 591

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

Kestra Private Wealth Services's IUSB Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 21% in Q1 2026, buying an estimated $517K and bringing the position to 62,787 shares worth $2.9M. The position accounts for 0.04% of the portfolio, ranked #449.

Kestra Private Wealth Services first reported a position in IUSB in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.18M in Q2 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Kestra Private Wealth Services held 62,787 shares of iShares Core Universal USD Bond ETF worth $2.9M as of Q1 2026.
  • Kestra Private Wealth Services bought 11,097 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $517K.
  • iShares Core Universal USD Bond ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #449 holding.
  • Kestra Private Wealth Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's iShares Core Universal USD Bond ETF position peaked at $3.18M in Q2 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.