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

Keyvantage 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 		$1.46M Sell
31,511
-4,868
-13% -$227K 0.64% 25
2025
Q4 		$1.69M Sell
36,379
-178
-0.5% -$8.32K 0.72% 25
2025
Q3 		$1.71M Sell
36,557
-2,497
-6% -$115K 0.72% 23
2025
Q2 		$1.81M Sell
39,054
-5,724
-13% -$261K 0.81% 23
2025
Q1 		$2.06M Sell
44,778
-80,824
-64% -$3.68M 1% 23
2024
Q4 		$5.68M Buy
+125,602
New +$5.77M 4.06% 6

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

Keyvantage Wealth's IUSB Position: Q1 2026 in Review

Keyvantage Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 13% in Q1 2026, selling an estimated $227K and leaving 31,511 shares worth $1.46M. The position accounts for 0.64% of the portfolio, ranked #25.

Keyvantage Wealth first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.68M in Q4 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Keyvantage Wealth held 31,511 shares of iShares Core Universal USD Bond ETF worth $1.46M as of Q1 2026.
  • Keyvantage Wealth sold 4,868 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $227K.
  • iShares Core Universal USD Bond ETF made up 0.64% of Keyvantage Wealth's portfolio in Q1 2026, its #25 holding.
  • Keyvantage Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's iShares Core Universal USD Bond ETF position peaked at $5.68M in Q4 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.