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Maripau Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Maripau Wealth 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 		$2.02M Sell
43,832
-314
-0.7% -$14.6K 0.89% 30
2025
Q4 		$2.05M Sell
44,146
-959
-2% -$44.8K 0.95% 30
2025
Q3 		$2.11M Sell
45,105
-16,485
-27% -$762K 1.06% 24
2025
Q2 		$2.85M Sell
61,590
-17,166
-22% -$783K 1.43% 15
2025
Q1 		$3.63M Sell
78,756
-11,865
-13% -$541K 2.08% 10
2024
Q4 		$4.1M Sell
90,621
-37,941
-30% -$1.74M 2.43% 6
2024
Q3 		$6.06M Buy
128,562
+12,655
+11% +$587K 5.25% 4
2024
Q2 		$5.24M Sell
115,907
-2,080
-2% -$93.5K 3.58% 4
2024
Q1 		$5.38M Buy
117,987
+28,715
+32% +$1.31M 4.03% 4
2023
Q4 		$4.11M Sell
89,272
-4,773
-5% -$211K 3.58% 5
2023
Q3 		$4.11M Sell
94,045
-5,601
-6% -$250K 3.78% 4
2023
Q2 		$4.53M Buy
99,646
+18,237
+22% +$835K 4.03% 5
2023
Q1 		$3.76M Sell
81,409
-2,262
-3% -$104K 3.91% 5
2022
Q4 		$3.89M Buy
83,671
+6,902
+9% +$309K 4.05% 5
2022
Q3 		$3.37M Buy
76,769
+15,253
+25% +$712K 3.64% 5
2022
Q2 		$2.95M Sell
61,516
-4,271
-6% -$203K 3.19% 7
2022
Q1 		$3.14M Buy
65,787
+12,997
+25% +$662K 2.83% 10
2021
Q4 		$2.68M Buy
+52,790
New +$2.8M 2.54% 11

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

Maripau Wealth Management's IUSB Position: Q1 2026 in Review

Maripau Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.71% in Q1 2026, selling an estimated $14.6K and leaving 43,832 shares worth $2.02M. The position accounts for 0.89% of the portfolio, ranked #30.

Maripau Wealth Management first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.06M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Maripau Wealth Management held 43,832 shares of iShares Core Universal USD Bond ETF worth $2.02M as of Q1 2026.
  • Maripau Wealth Management sold 314 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $14.6K.
  • iShares Core Universal USD Bond ETF made up 0.89% of Maripau Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Maripau Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Maripau Wealth Management's iShares Core Universal USD Bond ETF position peaked at $6.06M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.