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MSH Capital Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

MSH Capital 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 		$1.29M Buy
27,938
+696
+3% +$32.4K 0.27% 95
2025
Q4 		$1.27M Buy
27,242
+1,367
+5% +$63.9K 0.27% 98
2025
Q3 		$1.21M Sell
25,875
-1,733
-6% -$80.2K 0.32% 83
2025
Q2 		$1.28M Buy
27,608
+2,005
+8% +$91.5K 0.37% 77
2025
Q1 		$1.18M Buy
25,603
+7,598
+42% +$346K 0.36% 78
2024
Q4 		$814K Sell
18,005
-1,396
-7% -$64.1K 0.26% 100
2024
Q3 		$914K Buy
19,401
+8,262
+74% +$383K 0.28% 97
2024
Q2 		$504K Buy
11,139
+2,965
+36% +$133K 0.17% 132
2024
Q1 		$373K Buy
8,174
+1,892
+30% +$86.1K 0.13% 154
2023
Q4 		$289K Sell
6,282
-14,134
-69% -$625K 0.11% 167
2023
Q3 		$892K Sell
20,416
-1,879
-8% -$84K 0.35% 84
2023
Q2 		$1.01M Buy
22,295
+294
+1% +$13.5K 0.37% 80
2023
Q1 		$1.02M Buy
22,001
+8,073
+58% +$369K 0.43% 76
2022
Q4 		$626K Buy
13,928
+8,215
+144% +$367K 0.28% 99
2022
Q3 		$254K Buy
+5,713
New +$267K 0.13% 161
2022
Q2 		– Sell
-4,209
Closed -$209K – 196
2022
Q1 		$209K Buy
+4,209
New +$215K 0.09% 194

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MSH Capital Advisors's IUSB Position: Q1 2026 in Review

MSH Capital Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.6% in Q1 2026, buying an estimated $32.4K and bringing the position to 27,938 shares worth $1.29M. The position accounts for 0.27% of the portfolio, ranked #95.

MSH Capital Advisors first reported a position in IUSB in Q1 2022 and has held it in 16 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • MSH Capital Advisors held 27,938 shares of iShares Core Universal USD Bond ETF worth $1.29M as of Q1 2026.
  • MSH Capital Advisors bought 696 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $32.4K.
  • iShares Core Universal USD Bond ETF made up 0.27% of MSH Capital Advisors's portfolio in Q1 2026, its #95 holding.
  • MSH Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.