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Meridian Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Meridian Wealth Partners’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 		$973K Sell
21,057
-333
-2% -$15.5K 0.13% 44
2025
Q4 		$995K Sell
21,390
-4,220
-16% -$197K 0.14% 41
2025
Q3 		$1.2M Buy
25,610
+108
+0.4% +$5K 0.16% 39
2025
Q2 		$1.18M Buy
25,502
+48
+0.2% +$2.19K 0.17% 41
2025
Q1 		$1.17M Sell
25,454
-5,470
-18% -$249K 0.19% 39
2024
Q4 		$1.4M Buy
30,924
+60
+0.2% +$2.75K 0.21% 38
2024
Q3 		$1.45M Buy
30,864
+5,500
+22% +$255K 0.23% 36
2024
Q2 		$1.15M Buy
25,364
+1,769
+7% +$79.5K 0.2% 39
2024
Q1 		$1.08M Hold
23,595
– – 0.19% 39
2023
Q4 		$1.09M Buy
23,595
+15,295
+184% +$676K 0.21% 37
2023
Q3 		$363K Buy
+8,300
New +$371K 0.08% 62
2023
Q2 		– Sell
-7,000
Closed -$323K – 97
2023
Q1 		$323K Hold
7,000
– – 0.07% 60
2022
Q4 		$315K Buy
+7,000
New +$313K 0.07% 61
2022
Q2 		– Sell
-48,006
Closed -$2.38M – 86
2022
Q1 		$2.38M Buy
+48,006
New +$2.45M 0.5% 22

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

Meridian Wealth Partners's IUSB Position: Q1 2026 in Review

Meridian Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.6% in Q1 2026, selling an estimated $15.5K and leaving 21,057 shares worth $973K. The position accounts for 0.13% of the portfolio, ranked #44.

Meridian Wealth Partners first reported a position in IUSB in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.38M in Q1 2022. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Meridian Wealth Partners held 21,057 shares of iShares Core Universal USD Bond ETF worth $973K as of Q1 2026.
  • Meridian Wealth Partners sold 333 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $15.5K.
  • iShares Core Universal USD Bond ETF made up 0.13% of Meridian Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • Meridian Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Meridian Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $2.38M in Q1 2022.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.