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Linscomb Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Linscomb Wealth’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 		$1.44M Sell
31,163
-49
-0.2% -$2.28K 0.06% 169
2025
Q4 		$1.45M Sell
31,212
-526
-2% -$24.6K 0.06% 156
2025
Q3 		$1.48M Buy
31,738
+264
+0.8% +$12.2K 0.06% 154
2025
Q2 		$1.46M Buy
31,474
+961
+3% +$43.9K 0.07% 153
2025
Q1 		$1.41M Buy
30,513
+4,448
+17% +$203K 0.07% 155
2024
Q4 		$1.18M Sell
26,065
-322
-1% -$14.8K 0.06% 160
2024
Q3 		$1.24M Buy
26,387
+10
+0% +$464 0.06% 155
2024
Q2 		$1.19M Buy
26,377
+3
+0% +$135 0.06% 151
2024
Q1 		$1.2M Sell
26,374
-281
-1% -$12.8K 0.06% 150
2023
Q4 		$1.23M Sell
26,655
-6,968
-21% -$308K 0.07% 149
2023
Q3 		$1.47M Sell
33,623
-9,164
-21% -$410K 0.09% 137
2023
Q2 		$1.95M Sell
42,787
-5,949
-12% -$272K 0.11% 130
2023
Q1 		$2.25M Sell
48,736
-6,942
-12% -$318K 0.12% 126
2022
Q4 		$2.5M Sell
55,678
-5,099
-8% -$228K 0.13% 126
2022
Q3 		$2.71M Sell
60,777
-24
-0% -$1.12K 0.16% 108
2022
Q2 		$2.85M Buy
60,801
+17,003
+39% +$808K 0.16% 106
2022
Q1 		$2.17M Sell
43,798
-29,548
-40% -$1.51M 0.1% 128
2021
Q4 		$3.88M Sell
73,346
-2,272
-3% -$120K 0.19% 99
2021
Q3 		$4.03M Buy
75,618
+2,017
+3% +$108K 0.21% 93
2021
Q2 		$3.94M Buy
73,601
+5,514
+8% +$293K 0.2% 95
2021
Q1 		$3.59M Buy
68,087
+6,305
+10% +$338K 0.2% 94
2020
Q4 		$3.37M Buy
61,782
+12,756
+26% +$693K 0.2% 92
2020
Q3 		$2.67M Buy
49,026
+3,245
+7% +$177K 0.18% 96
2020
Q2 		$2.49M Buy
45,781
+25,336
+124% +$1.36M 0.18% 92
2020
Q1 		$1.07M Buy
+20,445
New +$1.07M 0.09% 127

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

Linscomb Wealth's IUSB Position: Q1 2026 in Review

Linscomb Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.16% in Q1 2026, selling an estimated $2.28K and leaving 31,163 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #169.

Linscomb Wealth first reported a position in IUSB in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.03M in Q3 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Linscomb Wealth held 31,163 shares of iShares Core Universal USD Bond ETF worth $1.44M as of Q1 2026.
  • Linscomb Wealth sold 49 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.28K.
  • iShares Core Universal USD Bond ETF made up 0.06% of Linscomb Wealth's portfolio in Q1 2026, its #169 holding.
  • Linscomb Wealth first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Linscomb Wealth's iShares Core Universal USD Bond ETF position peaked at $4.03M in Q3 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.