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Mount Yale Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mount Yale Investment 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 		$8.86M Buy
191,834
+126,599
+194% +$5.9M 0.21% 111
2025
Q4 		$3.04M Buy
+65,235
New +$3.05M 0.15% 147
2025
Q3 		– Sell
-133,923
Closed -$6.19M – 1133
2025
Q2 		$6.19M Buy
133,923
+19,390
+17% +$885K 0.48% 32
2025
Q1 		$5.28M Sell
114,533
-4,742
-4% -$216K 0.45% 32
2024
Q4 		$5.39M Sell
119,275
-31,500
-21% -$1.45M 0.44% 34
2024
Q3 		$7.1M Buy
150,775
+17,003
+13% +$789K 0.68% 15
2024
Q2 		$6.05M Sell
133,772
-3,797
-3% -$171K 0.48% 36
2024
Q1 		$6.27M Buy
137,569
+20,820
+18% +$948K 0.48% 37
2023
Q4 		$5.38M Buy
116,749
+4,314
+4% +$191K 0.51% 36
2023
Q3 		$4.92M Sell
112,435
-11,179
-9% -$500K 0.53% 35
2023
Q2 		$5.62M Buy
123,614
+7,985
+7% +$365K 0.6% 35
2023
Q1 		$5.34M Buy
115,629
+7,143
+7% +$327K 0.6% 35
2022
Q4 		$4.87M Buy
108,486
+27,925
+35% +$1.25M 0.55% 46
2022
Q3 		$3.58M Buy
80,561
+3,271
+4% +$153K 0.48% 47
2022
Q2 		$3.62M Buy
77,290
+4,947
+7% +$235K 0.46% 52
2022
Q1 		$3.59M Buy
72,343
+13,419
+23% +$684K 0.39% 57
2021
Q4 		$3.12M Buy
58,924
+4,647
+9% +$246K 0.32% 77
2021
Q3 		$2.89M Buy
54,277
+7,880
+17% +$423K 0.33% 75
2021
Q2 		$2.48M Buy
46,397
+7,952
+21% +$422K 0.3% 81
2021
Q1 		$2.03M Buy
+38,445
New +$2.06M 0.26% 87

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

Mount Yale Investment Advisors's IUSB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 194% in Q1 2026, buying an estimated $5.9M and bringing the position to 191,834 shares worth $8.86M. The position accounts for 0.21% of the portfolio, ranked #111.

Mount Yale Investment Advisors first reported a position in IUSB in Q1 2021 and has held it in 20 quarters since. 838 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Mount Yale Investment Advisors held 191,834 shares of iShares Core Universal USD Bond ETF worth $8.86M as of Q1 2026.
  • Mount Yale Investment Advisors bought 126,599 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $5.9M.
  • iShares Core Universal USD Bond ETF made up 0.21% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #111 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • 838 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.