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Moors & Cabot’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Moors & Cabot’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 		$1.15M Sell
24,900
-422
-2% -$19.7K 0.05% 342
2025
Q4 		$1.18M Buy
25,322
+721
+3% +$33.7K 0.05% 318
2025
Q3 		$1.15M Buy
24,601
+1,283
+6% +$59.3K 0.05% 328
2025
Q2 		$1.08M Sell
23,318
-1,829
-7% -$83.5K 0.05% 318
2025
Q1 		$1.16M Sell
25,147
-1,024
-4% -$46.7K 0.06% 288
2024
Q4 		$1.18M Sell
26,171
-350
-1% -$16.1K 0.06% 294
2024
Q3 		$1.25M Buy
26,521
+2,159
+9% +$100K 0.06% 278
2024
Q2 		$1.1M Sell
24,362
-1,176
-5% -$52.9K 0.06% 283
2024
Q1 		$1.16M Buy
25,538
+1,288
+5% +$58.6K 0.06% 277
2023
Q4 		$1.12M Sell
24,250
-381
-2% -$16.8K 0.07% 264
2023
Q3 		$1.08M Sell
24,631
-3,657
-13% -$163K 0.07% 248
2023
Q2 		$1.29M Buy
28,288
+277
+1% +$12.7K 0.09% 224
2023
Q1 		$1.29M Sell
28,011
-3,671
-12% -$168K 0.09% 228
2022
Q4 		$1.42M Sell
31,682
-2,253
-7% -$101K 0.1% 206
2022
Q3 		$1.51M Buy
33,935
+28,592
+535% +$1.33M 0.12% 186
2022
Q2 		$250K Buy
5,343
+312
+6% +$14.8K 0.02% 620
2022
Q1 		$250K Buy
5,031
+1,063
+27% +$54.2K 0.02% 697
2021
Q4 		$210K Buy
+3,968
New +$210K 0.01% 761

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

Moors & Cabot's IUSB Position: Q1 2026 in Review

Moors & Cabot reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.7% in Q1 2026, selling an estimated $19.7K and leaving 24,900 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #342.

Moors & Cabot first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.51M in Q3 2022. 838 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Moors & Cabot held 24,900 shares of iShares Core Universal USD Bond ETF worth $1.15M as of Q1 2026.
  • Moors & Cabot sold 422 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $19.7K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Moors & Cabot's portfolio in Q1 2026, its #342 holding.
  • Moors & Cabot first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Moors & Cabot's iShares Core Universal USD Bond ETF position peaked at $1.51M in Q3 2022.
  • 838 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.