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

NewEdge 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 		$143M Buy
3,087,463
+252,999
+9% +$11.8M 0.52% 38
2025
Q4 		$132M Buy
2,834,464
+207,887
+8% +$9.72M 0.48% 43
2025
Q3 		$123M Sell
2,626,577
-85,556
-3% -$3.96M 0.56% 31
2025
Q2 		$125M Sell
2,712,133
-65,203
-2% -$2.98M 0.65% 21
2025
Q1 		$128M Sell
2,777,336
-66,379
-2% -$3.03M 0.76% 20
2024
Q4 		$129M Buy
2,843,715
+299,942
+12% +$13.8M 0.77% 17
2024
Q3 		$120M Buy
2,543,773
+414,324
+19% +$19.2M 0.78% 15
2024
Q2 		$96.3M Buy
2,129,449
+533,424
+33% +$24M 0.7% 19
2024
Q1 		$72.8M Buy
1,596,025
+504,657
+46% +$23M 0.63% 21
2023
Q4 		$50.1M Buy
1,091,368
+68,686
+7% +$3.04M 0.48% 41
2023
Q3 		$44.7M Sell
1,022,682
-23,185
-2% -$1.04M 0.49% 40
2023
Q2 		$47.6M Buy
1,045,867
+35,248
+3% +$1.61M 0.54% 28
2023
Q1 		$46.6M Buy
1,010,619
+203,521
+25% +$9.31M 0.58% 27
2022
Q4 		$4.4M Buy
807,098
+11,177
+1% +$500K 0.12% 188
2022
Q3 		$35.4M Sell
795,921
-66,935
-8% -$3.12M 0.58% 34
2022
Q2 		$40.4M Sell
862,856
-224,400
-21% -$10.7M 0.67% 19
2022
Q1 		$54M Buy
1,087,256
+63,596
+6% +$3.24M 0.87% 15
2021
Q4 		$54.2M Buy
1,023,660
+351,502
+52% +$18.6M 0.82% 16
2021
Q3 		$35.8M Buy
672,158
+38,511
+6% +$2.07M 0.89% 14
2021
Q2 		$33.9M Buy
633,647
+113,605
+22% +$6.03M 0.9% 18
2021
Q1 		$27.4M Buy
520,042
+515,966
+12,659% +$27.6M 0.82% 24
2020
Q4 		$223K Buy
4,076
+103
+3% +$5.6K 0.01% 863
2020
Q3 		$216K Buy
+3,973
New +$217K 0.01% 802
2018
Q1 		– Sell
-5,740
Closed -$292K – 505
2017
Q4 		$292K Sell
5,740
-115
-2% -$5.86K 0.04% 322
2017
Q3 		$298K Sell
5,855
-38,772
-87% -$1.98M 0.05% 281
2017
Q2 		$2.26M Sell
44,627
-1,782
-4% -$90.7K 0.39% 63
2017
Q1 		$2.35M Buy
46,409
+2,476
+6% +$124K 0.53% 54
2016
Q4 		$2.22M Sell
43,933
-1,707
-4% -$86.8K 0.61% 52
2016
Q3 		$2.38M Buy
+45,640
New +$2.38M 0.75% 47

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

NewEdge Advisors's IUSB Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.9% in Q1 2026, buying an estimated $11.8M and bringing the position to 3,087,463 shares worth $143M. The position accounts for 0.52% of the portfolio, ranked #38.

NewEdge Advisors first reported a position in IUSB in Q3 2016 and has held it in 29 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • NewEdge Advisors held 3,087,463 shares of iShares Core Universal USD Bond ETF worth $143M as of Q1 2026.
  • NewEdge Advisors bought 252,999 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $11.8M.
  • iShares Core Universal USD Bond ETF made up 0.52% of NewEdge Advisors's portfolio in Q1 2026, its #38 holding.
  • NewEdge Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2016 and has held it in 29 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.