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

NewEdge Wealth’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	$307K	Buy	6,636 +1,380	+26%	+$64.3K	﹤0.01%	960
2025 Q4	$245K	Sell	5,256 -225	-4%	-$10.5K	﹤0.01%	1095
2025 Q3	$255K	Sell	5,481 -536	-9%	-$24.8K	﹤0.01%	918
2025 Q2	$278K	Buy	6,017 +1,608	+36%	+$73.4K	﹤0.01%	853
2025 Q1	$203K	Buy	+4,409	New	+$201K	﹤0.01%	893
2024 Q4	–	Sell	-4,733	Closed	-$223K	–	943
2024 Q3	$223K	Sell	4,733 -3,147	-40%	-$146K	﹤0.01%	811
2024 Q2	$356K	Sell	7,880 -9,722	-55%	-$437K	0.01%	618
2024 Q1	$785K	Buy	17,602 +12,634	+254%	+$575K	0.02%	465
2023 Q4	$229K	Sell	4,968 -10,999	-69%	-$486K	0.01%	677
2023 Q3	$698K	Sell	15,967 -28	-0.2%	-$1.25K	0.02%	413
2023 Q2	$727K	Buy	+15,995	New	+$732K	0.02%	405

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NewEdge Wealth's IUSB Position: Q1 2026 in Review

NewEdge Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 26% in Q1 2026, buying an estimated $64.3K and bringing the position to 6,636 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

NewEdge Wealth first reported a position in IUSB in Q2 2023 and has held it in 11 quarters since. The position peaked at $785K in Q1 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

NewEdge Wealth held 6,636 shares of iShares Core Universal USD Bond ETF worth $307K as of Q1 2026.
NewEdge Wealth bought 1,380 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $64.3K.
iShares Core Universal USD Bond ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #960 holding.
NewEdge Wealth first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 11 quarters since.
NewEdge Wealth's iShares Core Universal USD Bond ETF position peaked at $785K in Q1 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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