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Mather Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mather Group’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 		$1.39M Buy
30,131
+15,650
+108% +$729K 0.01% 275
2025
Q4 		$674K Buy
14,481
+2,447
+20% +$114K 0.01% 350
2025
Q3 		$562K Sell
12,034
-3,854
-24% -$178K 0.01% 382
2025
Q2 		$735K Sell
15,888
-1,051
-6% -$48K 0.01% 319
2025
Q1 		$781K Buy
16,939
+1,766
+12% +$80.5K 0.01% 286
2024
Q4 		$686K Sell
15,173
-4,014
-21% -$184K 0.01% 291
2024
Q3 		$904K Buy
19,187
+10,506
+121% +$488K 0.01% 253
2024
Q2 		$396K Buy
8,681
+6,065
+232% +$273K ﹤0.01% 465
2024
Q1 		$121K Buy
+2,616
New +$119K ﹤0.01% 657

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

Mather Group's IUSB Position: Q1 2026 in Review

Mather Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 108% in Q1 2026, buying an estimated $729K and bringing the position to 30,131 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #275.

Mather Group first reported a position in IUSB in Q1 2024 and has held it in 9 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Mather Group held 30,131 shares of iShares Core Universal USD Bond ETF worth $1.39M as of Q1 2026.
  • Mather Group bought 15,650 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $729K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #275 holding.
  • Mather Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.