Lido Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Lido Advisors’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	$4.84M	Buy	104,853 +48,549	+86%	+$2.26M	0.01%	463
2025 Q4	$2.63M	Buy	56,304 +543	+1%	+$25.4K	0.01%	635
2025 Q3	$2.6M	Buy	55,761 +22,385	+67%	+$1.04M	0.01%	614
2025 Q2	$1.54M	Buy	33,376 +15,597	+88%	+$712K	0.01%	677
2025 Q1	$819K	Buy	17,779 +9,536	+116%	+$435K	﹤0.01%	851
2024 Q4	$373K	Buy	+8,243	New	+$378K	﹤0.01%	1112
2024 Q1	–	Sell	-5,576	Closed	-$257K	–	1424
2023 Q4	$257K	Sell	5,576 -5,259	-49%	-$232K	﹤0.01%	1106
2023 Q3	$474K	Buy	+10,835	New	+$484K	﹤0.01%	763
2023 Q1	–	Sell	-5,249	Closed	-$236K	–	1200
2022 Q4	$236K	Buy	+5,249	New	+$235K	﹤0.01%	858
2022 Q1	–	Sell	-5,662	Closed	-$299K	–	1047
2021 Q4	$299K	Buy	+5,662	New	+$300K	﹤0.01%	809

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

Lido Advisors's IUSB Position: Q1 2026 in Review

Lido Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 86% in Q1 2026, buying an estimated $2.26M and bringing the position to 104,853 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #463.

Lido Advisors first reported a position in IUSB in Q4 2021 and has held it in 10 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Lido Advisors held 104,853 shares of iShares Core Universal USD Bond ETF worth $4.84M as of Q1 2026.
Lido Advisors bought 48,549 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.26M.
iShares Core Universal USD Bond ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #463 holding.
Lido Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 10 quarters since.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.