M1 Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

M1 Capital 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	$2.43M	Sell	52,603 -16,131	-23%	-$752K	1.12%	29
2025 Q4	$3.2M	Sell	68,734 -2,072	-3%	-$96.9K	1.34%	22
2025 Q3	$3.31M	Sell	70,806 -1,397	-2%	-$64.6K	1.43%	23
2025 Q2	$3.34M	Sell	72,203 -16,560	-19%	-$756K	1.68%	19
2025 Q1	$4.09M	Sell	88,763 -27,899	-24%	-$1.27M	2.56%	10
2024 Q4	$5.27M	Buy	+116,662	New	+$5.35M	2.85%	10

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

M1 Capital Management's IUSB Position: Q1 2026 in Review

M1 Capital Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q1 2026, selling an estimated $752K and leaving 52,603 shares worth $2.43M. The position accounts for 1.12% of the portfolio, ranked #29.

M1 Capital Management first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.27M in Q4 2024. 838 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

M1 Capital Management held 52,603 shares of iShares Core Universal USD Bond ETF worth $2.43M as of Q1 2026.
M1 Capital Management sold 16,131 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $752K.
iShares Core Universal USD Bond ETF made up 1.12% of M1 Capital Management's portfolio in Q1 2026, its #29 holding.
M1 Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
M1 Capital Management's iShares Core Universal USD Bond ETF position peaked at $5.27M in Q4 2024.
838 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.