Kingdom Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kingdom Financial Group’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	$461K	Sell	9,989 -402	-4%	-$18.7K	0.13%	81
2025 Q4	$484K	Buy	+10,391	New	+$486K	0.15%	77
2025 Q2	–	Sell	-10,064	Closed	-$464K	–	64
2025 Q1	$464K	Sell	10,064 -1,568	-13%	-$71.5K	0.34%	28
2024 Q4	$526K	Sell	11,632 -2,188	-16%	-$100K	0.36%	27
2024 Q3	$651K	Buy	13,820 +709	+5%	+$32.9K	0.49%	25
2024 Q2	$593K	Sell	13,111 -879	-6%	-$39.5K	0.4%	26
2024 Q1	$638K	Buy	13,990 +7,378	+112%	+$336K	0.45%	27
2023 Q4	$305K	Sell	6,612 -258	-4%	-$11.4K	0.27%	58
2023 Q3	$300K	Sell	6,870 -2,140	-24%	-$95.7K	0.28%	56
2023 Q2	$410K	Buy	+9,010	New	+$412K	0.4%	39

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

Kingdom Financial Group's IUSB Position: Q1 2026 in Review

Kingdom Financial Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 3.9% in Q1 2026, selling an estimated $18.7K and leaving 9,989 shares worth $461K. The position accounts for 0.13% of the portfolio, ranked #81.

Kingdom Financial Group first reported a position in IUSB in Q2 2023 and has held it in 10 quarters since. The position peaked at $651K in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Kingdom Financial Group held 9,989 shares of iShares Core Universal USD Bond ETF worth $461K as of Q1 2026.
Kingdom Financial Group sold 402 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $18.7K.
iShares Core Universal USD Bond ETF made up 0.13% of Kingdom Financial Group's portfolio in Q1 2026, its #81 holding.
Kingdom Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 10 quarters since.
Kingdom Financial Group's iShares Core Universal USD Bond ETF position peaked at $651K in Q3 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.