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

Mutual 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 		$5.94M Sell
128,675
-174,590
-58% -$8.14M 0.13% 164
2025
Q4 		$14.1M Sell
303,265
-3,490
-1% -$163K 0.3% 50
2025
Q3 		$14.4M Buy
306,755
+15,374
+5% +$711K 0.32% 52
2025
Q2 		$13.4M Sell
291,381
-91,838
-24% -$4.19M 0.33% 49
2025
Q1 		$17.6M Buy
383,219
+40,292
+12% +$1.84M 0.5% 28
2024
Q4 		$15.5M Buy
342,927
+67,807
+25% +$3.11M 0.45% 29
2024
Q3 		$12.7M Sell
275,120
-35,355
-11% -$1.64M 0.37% 42
2024
Q2 		$14.2M Buy
310,475
+43,168
+16% +$1.94M 0.43% 32
2024
Q1 		$12.2M Buy
267,307
+17,941
+7% +$817K 0.39% 39
2023
Q4 		$11.5M Buy
249,366
+38,543
+18% +$1.7M 0.4% 36
2023
Q3 		$9.22M Sell
210,823
-19,951
-9% -$892K 0.36% 45
2023
Q2 		$10.5M Sell
230,774
-20,817
-8% -$953K 0.4% 38
2023
Q1 		$11.6M Buy
251,591
+65,895
+35% +$3.02M 0.48% 27
2022
Q4 		$8.34M Sell
185,696
-73,310
-28% -$3.28M 0.37% 46
2022
Q3 		$11.5M Buy
259,006
+41,857
+19% +$1.95M 0.59% 20
2022
Q2 		$10.2M Sell
217,149
-43,615
-17% -$2.07M 0.67% 16
2022
Q1 		$12.9M Buy
260,764
+6,053
+2% +$308K 0.72% 18
2021
Q4 		$13.5M Buy
254,711
+31,083
+14% +$1.65M 0.71% 18
2021
Q3 		$11.9M Buy
223,628
+398
+0.2% +$21.4K 0.7% 16
2021
Q2 		$11.9M Buy
+223,230
New +$11.9M 0.71% 17
2020
Q2 		– Sell
-4,208
Closed -$221K – 663
2020
Q1 		$221K Sell
4,208
-346
-8% -$18.2K 0.03% 472
2019
Q4 		$237K Buy
+4,554
New +$238K 0.03% 527

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

Mutual Advisors's IUSB Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 58% in Q1 2026, selling an estimated $8.14M and leaving 128,675 shares worth $5.94M. The position accounts for 0.13% of the portfolio, ranked #164.

Mutual Advisors first reported a position in IUSB in Q4 2019 and has held it in 22 quarters since. The position peaked at $17.6M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Mutual Advisors held 128,675 shares of iShares Core Universal USD Bond ETF worth $5.94M as of Q1 2026.
  • Mutual Advisors sold 174,590 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $8.14M.
  • iShares Core Universal USD Bond ETF made up 0.13% of Mutual Advisors's portfolio in Q1 2026, its #164 holding.
  • Mutual Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Mutual Advisors's iShares Core Universal USD Bond ETF position peaked at $17.6M in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.