Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Legacy Financial Group (Iowa)’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 		$25.8M Buy
557,960
+24,667
+5% +$1.15M 3.24% 10
2025
Q4 		$24.8M Sell
533,293
-9,784
-2% -$457K 3.06% 9
2025
Q3 		$25.4M Sell
543,077
-31,588
-5% -$1.46M 3.32% 8
2025
Q2 		$26.6M Buy
574,665
+28,456
+5% +$1.3M 3.71% 7
2025
Q1 		$25.2M Sell
546,209
-6,930
-1% -$316K 3.87% 7
2024
Q4 		$25M Sell
553,139
-44,658
-7% -$2.05M 4.05% 6
2024
Q3 		$28.2M Buy
597,797
+77,543
+15% +$3.6M 5.42% 5
2024
Q2 		$23.5M Buy
520,254
+563
+0.1% +$25.3K 4.63% 5
2024
Q1 		$23.7M Buy
519,691
+506,463
+3,829% +$23M 4.8% 5
2023
Q4 		$609K Sell
13,228
-243,352
-95% -$10.8M 2.76% 11
2023
Q3 		$11.2M Buy
256,580
+31,515
+14% +$1.41M 2.64% 14
2023
Q2 		$10.2M Buy
225,065
+98,235
+77% +$4.5M 2.64% 16
2023
Q1 		$5.85M Buy
126,830
+88,872
+234% +$4.07M 1.6% 20
2022
Q4 		$1.71M Buy
+37,958
New +$1.7M 0.51% 24

Other funds holding IUSB

Envestnet Asset Management
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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

Legacy Financial Group (Iowa)'s IUSB Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.6% in Q1 2026, buying an estimated $1.15M and bringing the position to 557,960 shares worth $25.8M. The position accounts for 3.24% of the portfolio, ranked #10.

Legacy Financial Group (Iowa) first reported a position in IUSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $28.2M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Legacy Financial Group (Iowa) held 557,960 shares of iShares Core Universal USD Bond ETF worth $25.8M as of Q1 2026.
  • Legacy Financial Group (Iowa) bought 24,667 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.15M.
  • iShares Core Universal USD Bond ETF made up 3.24% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #10 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Legacy Financial Group (Iowa)'s iShares Core Universal USD Bond ETF position peaked at $28.2M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.