MHB
IUSB icon

Midwest Heritage Bank’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Midwest Heritage Bank’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 		– Sell
-7,533
Closed -$351K – 56
2025
Q4 		$351K Sell
7,533
-2,035
-21% -$95.1K 0.12% 43
2025
Q3 		$447K Sell
9,568
-439
-4% -$20.3K 0.16% 33
2025
Q2 		$463K Buy
10,007
+563
+6% +$25.7K 0.17% 32
2025
Q1 		$435K Sell
9,444
-2,467
-21% -$112K 0.18% 35
2024
Q4 		$538K Sell
11,911
-3,504
-23% -$161K 0.25% 31
2024
Q3 		$726K Buy
15,415
+39
+0.3% +$1.81K 0.34% 29
2024
Q2 		$695K Sell
15,376
-463
-3% -$20.8K 0.35% 28
2024
Q1 		$722K Buy
15,839
+4,773
+43% +$217K 0.38% 30
2023
Q4 		$510K Buy
11,066
+160
+1% +$7.07K 0.35% 30
2023
Q3 		$477K Buy
10,906
+5,037
+86% +$225K 0.36% 31
2023
Q2 		$267K Sell
5,869
-420
-7% -$19.2K 0.2% 44
2023
Q1 		$290K Sell
6,289
-7,389
-54% -$338K 0.23% 42
2022
Q4 		$615K Sell
13,678
-2,613
-16% -$117K 0.59% 31
2022
Q3 		$725K Sell
16,291
-1,016
-6% -$47.4K 0.76% 30
2022
Q2 		$810K Sell
17,307
-1,978
-10% -$94K 0.73% 27
2022
Q1 		$957K Buy
19,285
+11,659
+153% +$594K 0.75% 24
2021
Q4 		$404K Buy
+7,626
New +$404K 0.39% 37

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Midwest Heritage Bank's IUSB Position: Q1 2026 in Review

Midwest Heritage Bank sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 7,533 shares — an estimated $351K sold.

Midwest Heritage Bank first reported a position in IUSB in Q4 2021 and held it in 17 quarters. The position peaked at $957K in Q1 2022. 838 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Midwest Heritage Bank reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Midwest Heritage Bank sold 7,533 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $351K.
  • Midwest Heritage Bank first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 17 quarters.
  • Midwest Heritage Bank's iShares Core Universal USD Bond ETF position peaked at $957K in Q1 2022.
  • 838 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Midwest Heritage Bank's 13F filing for Q1 2026, filed 15 Apr 2026.