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

Modern 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	$25.4M	Buy	550,514 +158,146	+40%	+$7.37M	0.43%	58
2025 Q4	$18.3M	Buy	392,368 +111,953	+40%	+$5.23M	0.33%	78
2025 Q3	$13.1M	Sell	280,415 -314,670	-53%	-$14.6M	0.26%	101
2025 Q2	$27.5M	Sell	595,085 -109,079	-15%	-$4.98M	0.68%	30
2025 Q1	$32.4M	Buy	704,164 +78,298	+13%	+$3.57M	1.04%	21
2024 Q4	$28.3M	Buy	625,866 +554,494	+777%	+$25.5M	1.06%	21
2024 Q3	$3.36M	Buy	71,372 +15,128	+27%	+$702K	0.21%	84
2024 Q2	$2.54M	Buy	56,244 +19,687	+54%	+$885K	0.19%	76
2024 Q1	$1.67M	Buy	+36,557	New	+$1.66M	0.15%	86

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

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

Modern Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 40% in Q1 2026, buying an estimated $7.37M and bringing the position to 550,514 shares worth $25.4M. The position accounts for 0.43% of the portfolio, ranked #58.

Modern Wealth Management first reported a position in IUSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $32.4M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Modern Wealth Management held 550,514 shares of iShares Core Universal USD Bond ETF worth $25.4M as of Q1 2026.
Modern Wealth Management bought 158,146 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $7.37M.
iShares Core Universal USD Bond ETF made up 0.43% of Modern Wealth Management's portfolio in Q1 2026, its #58 holding.
Modern Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's iShares Core Universal USD Bond ETF position peaked at $32.4M in Q1 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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