Merkkuri Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Merkkuri Wealth Advisors’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	$1.51M	Buy	32,687 +10	+0%	+$466	1%	30
2025 Q4	$1.52M	Buy	32,677 +7,421	+29%	+$347K	1.04%	32
2025 Q3	$1.18M	Sell	25,256 -9,386	-27%	-$434K	0.86%	34
2025 Q2	$1.6M	Sell	34,642 -8,333	-19%	-$380K	1.22%	28
2025 Q1	$1.98M	Buy	42,975 +511	+1%	+$23.3K	1.7%	16
2024 Q4	$1.92M	Sell	42,464 -8,596	-17%	-$395K	1.52%	17
2024 Q3	$2.41M	Buy	51,060 +13,731	+37%	+$637K	1.9%	14
2024 Q2	$1.69M	Buy	+37,329	New	+$1.68M	1.55%	18

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

Merkkuri Wealth Advisors's IUSB Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.03% in Q1 2026, buying an estimated $466 and bringing the position to 32,687 shares worth $1.51M. The position accounts for 1% of the portfolio, ranked #30.

Merkkuri Wealth Advisors first reported a position in IUSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.41M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Merkkuri Wealth Advisors held 32,687 shares of iShares Core Universal USD Bond ETF worth $1.51M as of Q1 2026.
Merkkuri Wealth Advisors bought 10 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $466.
iShares Core Universal USD Bond ETF made up 1% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Merkkuri Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $2.41M in Q3 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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