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

LifePlan Investment 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 		$5.55M Buy
120,199
+11,262
+10% +$525K 2.18% 11
2025
Q4 		$5.07M Buy
108,937
+5,544
+5% +$259K 2.06% 13
2025
Q3 		$4.83M Sell
103,393
-5,706
-5% -$264K 2.03% 14
2025
Q2 		$5.04M Buy
109,099
+2,043
+2% +$93.2K 2.5% 8
2025
Q1 		$4.93M Buy
107,056
+14,165
+15% +$646K 2.84% 5
2024
Q4 		$4.2M Sell
92,891
-4,053
-4% -$186K 2.6% 9
2024
Q3 		$4.57M Buy
96,944
+14,224
+17% +$660K 2.92% 8
2024
Q2 		$3.74M Buy
82,720
+7,521
+10% +$338K 2.7% 8
2024
Q1 		$3.43M Buy
75,199
+20,084
+36% +$914K 2.73% 11
2023
Q4 		$2.54M Buy
55,115
+2,673
+5% +$118K 2.32% 18
2023
Q3 		$2.29M Buy
52,442
+7,274
+16% +$325K 2.44% 17
2023
Q2 		$2.05M Buy
+45,168
New +$2.07M 2.3% 19

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

LifePlan Investment Advisors's IUSB Position: Q1 2026 in Review

LifePlan Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 10% in Q1 2026, buying an estimated $525K and bringing the position to 120,199 shares worth $5.55M. The position accounts for 2.18% of the portfolio, ranked #11.

LifePlan Investment Advisors first reported a position in IUSB in Q2 2023 and has held it in 12 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • LifePlan Investment Advisors held 120,199 shares of iShares Core Universal USD Bond ETF worth $5.55M as of Q1 2026.
  • LifePlan Investment Advisors bought 11,262 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $525K.
  • iShares Core Universal USD Bond ETF made up 2.18% of LifePlan Investment Advisors's portfolio in Q1 2026, its #11 holding.
  • LifePlan Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.