Lodestar Private Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Lodestar Private Asset Management’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	$14.6M	Buy	317,168 +25,697	+9%	+$1.2M	1.44%	21
2025 Q4	$13.6M	Buy	291,471 +18,307	+7%	+$856K	1.36%	22
2025 Q3	$12.8M	Buy	273,164 +12,153	+5%	+$562K	1.33%	23
2025 Q2	$12.1M	Buy	261,011 +4,253	+2%	+$194K	1.39%	22
2025 Q1	$11.8M	Buy	256,758 +16,322	+7%	+$744K	1.49%	18
2024 Q4	$10.9M	Buy	240,436 +45,045	+23%	+$2.07M	1.36%	21
2024 Q3	$9.21M	Buy	195,391 +9,663	+5%	+$448K	1.17%	27
2024 Q2	$8.4M	Buy	185,728 +18,771	+11%	+$844K	1.16%	25
2024 Q1	$7.61M	Buy	166,957 +6,403	+4%	+$291K	1.09%	29
2023 Q4	$7.4M	Buy	160,554 +37,708	+31%	+$1.67M	1.13%	27
2023 Q3	$5.37M	Buy	122,846 +62,777	+105%	+$2.81M	0.92%	31
2023 Q2	$2.73M	Buy	60,069 +10,924	+22%	+$500K	0.46%	54
2023 Q1	$2.27M	Buy	49,145 +31,248	+175%	+$1.43M	0.4%	57
2022 Q4	$804K	Buy	+17,897	New	+$801K	0.15%	97

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

Lodestar Private Asset Management's IUSB Position: Q1 2026 in Review

Lodestar Private Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.8% in Q1 2026, buying an estimated $1.2M and bringing the position to 317,168 shares worth $14.6M. The position accounts for 1.44% of the portfolio, ranked #21.

Lodestar Private Asset Management first reported a position in IUSB in Q4 2022 and has held it in 14 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Lodestar Private Asset Management held 317,168 shares of iShares Core Universal USD Bond ETF worth $14.6M as of Q1 2026.
Lodestar Private Asset Management bought 25,697 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.2M.
iShares Core Universal USD Bond ETF made up 1.44% of Lodestar Private Asset Management's portfolio in Q1 2026, its #21 holding.
Lodestar Private Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.