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LPWM LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

LPWM LLC’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 		$1.81M Buy
39,105
+75
+0.2% +$3.5K 0.46% 30
2025
Q4 		$1.82M Buy
39,030
+15,600
+67% +$729K 0.46% 33
2025
Q3 		$1.09M Hold
23,430
– – 0.29% 40
2025
Q2 		$1.08M Buy
23,430
+12,250
+110% +$559K 0.32% 38
2025
Q1 		$515K Buy
+11,180
New +$510K 0.17% 51

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

LPWM LLC's IUSB Position: Q1 2026 in Review

LPWM LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.19% in Q1 2026, buying an estimated $3.5K and bringing the position to 39,105 shares worth $1.81M. The position accounts for 0.46% of the portfolio, ranked #30.

LPWM LLC first reported a position in IUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.82M in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • LPWM LLC held 39,105 shares of iShares Core Universal USD Bond ETF worth $1.81M as of Q1 2026.
  • LPWM LLC bought 75 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $3.5K.
  • iShares Core Universal USD Bond ETF made up 0.46% of LPWM LLC's portfolio in Q1 2026, its #30 holding.
  • LPWM LLC first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • LPWM LLC's iShares Core Universal USD Bond ETF position peaked at $1.82M in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.