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

OneDigital 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 		$351M Buy
7,590,426
+729,973
+11% +$34M 3.43% 2
2025
Q4 		$319M Buy
6,860,453
+193,248
+3% +$9.03M 3.13% 2
2025
Q3 		$311M Sell
6,667,205
-51,512
-0.8% -$2.38M 3.2% 2
2025
Q2 		$311M Sell
6,718,717
-986,101
-13% -$45M 3.45% 2
2025
Q1 		$355M Sell
7,704,818
-10,511
-0.1% -$479K 4.21% 2
2024
Q4 		$349M Sell
7,715,329
-824,009
-10% -$37.8M 4.04% 2
2024
Q3 		$402M Buy
8,539,338
+1,383,615
+19% +$64.2M 4.6% 2
2024
Q2 		$324M Buy
7,155,723
+1,794,691
+33% +$80.7M 4.04% 2
2024
Q1 		$244M Buy
5,361,032
+1,639,119
+44% +$74.6M 3.84% 2
2023
Q4 		$171M Buy
3,721,913
+267,003
+8% +$11.8M 3% 2
2023
Q3 		$151M Buy
3,454,910
+853,405
+33% +$38.1M 3.27% 2
2023
Q2 		$118M Buy
2,601,505
+307,747
+13% +$14.1M 2.62% 3
2023
Q1 		$106M Buy
2,293,758
+871,030
+61% +$39.9M 2.48% 3
2022
Q4 		$63.9M Buy
1,422,728
+1,068,857
+302% +$47.8M 1.85% 9
2022
Q3 		$15.7M Buy
+353,871
New +$16.5M 0.58% 34
2019
Q2 		– Sell
-2,061
Closed -$104K – 1230
2019
Q1 		$104K Buy
+2,061
New +$103K 0.02% 365

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

OneDigital Investment Advisors's IUSB Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q1 2026, buying an estimated $34M and bringing the position to 7,590,426 shares worth $351M. The position accounts for 3.43% of the portfolio, ranked #2.

OneDigital Investment Advisors first reported a position in IUSB in Q1 2019 and has held it in 16 quarters since. The position peaked at $402M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • OneDigital Investment Advisors held 7,590,426 shares of iShares Core Universal USD Bond ETF worth $351M as of Q1 2026.
  • OneDigital Investment Advisors bought 729,973 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $34M.
  • iShares Core Universal USD Bond ETF made up 3.43% of OneDigital Investment Advisors's portfolio in Q1 2026, its #2 holding.
  • OneDigital Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 16 quarters since.
  • OneDigital Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $402M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.