M Holdings Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

M Holdings Securities’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	$2.2M	Buy	47,767 +1,810	+4%	+$84.3K	0.15%	122
2025 Q4	$2.14M	Buy	+45,957	New	+$2.15M	0.15%	122
2025 Q3	–	Sell	-18,089	Closed	-$834K	–	131
2025 Q2	$834K	Buy	+18,089	New	+$825K	0.14%	103
2024 Q3	–	Sell	-29,859	Closed	-$1.35M	–	200
2024 Q2	$1.35M	Buy	+29,859	New	+$1.34M	0.18%	78
2023 Q2	–	Sell	-5,712	Closed	-$264K	–	327
2023 Q1	$264K	Sell	5,712 -333	-6%	-$15.2K	0.03%	381
2022 Q4	$272K	Hold	6,045	–	–	0.03%	359
2022 Q3	$269K	Buy	6,045 +143	+2%	+$6.67K	0.03%	342
2022 Q2	$276K	Sell	5,902 -48	-0.8%	-$2.28K	0.03%	356
2022 Q1	$295K	Buy	+5,950	New	+$303K	0.02%	397
2021 Q2	–	Sell	-4,820	Closed	-$254K	–	348
2021 Q1	$254K	Buy	+4,820	New	+$258K	0.02%	418

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

M Holdings Securities's IUSB Position: Q1 2026 in Review

M Holdings Securities increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.9% in Q1 2026, buying an estimated $84.3K and bringing the position to 47,767 shares worth $2.2M. The position accounts for 0.15% of the portfolio, ranked #122.

M Holdings Securities first reported a position in IUSB in Q1 2021 and has held it in 10 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

M Holdings Securities held 47,767 shares of iShares Core Universal USD Bond ETF worth $2.2M as of Q1 2026.
M Holdings Securities bought 1,810 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $84.3K.
iShares Core Universal USD Bond ETF made up 0.15% of M Holdings Securities's portfolio in Q1 2026, its #122 holding.
M Holdings Securities first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 10 quarters since.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.