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

Lifeworks 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 		$934K Buy
20,211
+721
+4% +$33.6K 0.12% 133
2025
Q4 		$907K Sell
19,490
-495
-2% -$23.1K 0.12% 148
2025
Q3 		$933K Sell
19,985
-3,398
-15% -$157K 0.12% 138
2025
Q2 		$1.08M Sell
23,383
-33
-0.1% -$1.51K 0.16% 124
2025
Q1 		$1.08M Buy
23,416
+183
+0.8% +$8.34K 0.18% 115
2024
Q4 		$1.05M Sell
23,233
-912
-4% -$41.9K 0.19% 115
2024
Q3 		$1.14M Buy
24,145
+4,589
+23% +$213K 0.22% 106
2024
Q2 		$884K Buy
19,556
+1,996
+11% +$89.8K 0.25% 90
2024
Q1 		$801K Buy
+17,560
New +$799K 0.22% 102

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

Lifeworks Advisors's IUSB Position: Q1 2026 in Review

Lifeworks Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.7% in Q1 2026, buying an estimated $33.6K and bringing the position to 20,211 shares worth $934K. The position accounts for 0.12% of the portfolio, ranked #133.

Lifeworks Advisors first reported a position in IUSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Lifeworks Advisors held 20,211 shares of iShares Core Universal USD Bond ETF worth $934K as of Q1 2026.
  • Lifeworks Advisors bought 721 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $33.6K.
  • iShares Core Universal USD Bond ETF made up 0.12% of Lifeworks Advisors's portfolio in Q1 2026, its #133 holding.
  • Lifeworks Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Lifeworks Advisors's iShares Core Universal USD Bond ETF position peaked at $1.14M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.