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

Magnolia Private 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	$208K	Buy	4,504 +79	+2%	+$3.68K	0.14%	125
2025 Q4	$206K	Sell	4,425 -229	-5%	-$10.7K	0.14%	118
2025 Q3	$217K	Sell	4,654 -627	-12%	-$29K	0.16%	103
2025 Q2	$244K	Sell	5,281 -86	-2%	-$3.92K	0.19%	90
2025 Q1	$247K	Hold	5,367	–	–	0.2%	99
2024 Q4	$243K	Buy	+5,367	New	+$246K	0.21%	98

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

Magnolia Private Wealth's IUSB Position: Q1 2026 in Review

Magnolia Private Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.8% in Q1 2026, buying an estimated $3.68K and bringing the position to 4,504 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #125.

Magnolia Private Wealth first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $247K in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Magnolia Private Wealth held 4,504 shares of iShares Core Universal USD Bond ETF worth $208K as of Q1 2026.
Magnolia Private Wealth bought 79 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $3.68K.
iShares Core Universal USD Bond ETF made up 0.14% of Magnolia Private Wealth's portfolio in Q1 2026, its #125 holding.
Magnolia Private Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
Magnolia Private Wealth's iShares Core Universal USD Bond ETF position peaked at $247K in Q1 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.