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

Opes Wealth Management’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 		$16M Sell
347,461
-455
-0.1% -$21.2K 2.64% 8
2025
Q4 		$16.2M Buy
347,916
+12,375
+4% +$578K 2.64% 7
2025
Q3 		$15.7M Sell
335,541
-12,294
-4% -$569K 2.71% 7
2025
Q2 		$16.1M Sell
347,835
-14,736
-4% -$672K 2.86% 7
2025
Q1 		$16.7M Buy
362,571
+23,956
+7% +$1.09M 3.37% 5
2024
Q4 		$15.3M Buy
338,615
+5,557
+2% +$255K 3.14% 4
2024
Q3 		$15.7M Buy
333,058
+4,489
+1% +$208K 3.02% 4
2024
Q2 		$14.9M Buy
328,569
+7,165
+2% +$322K 3.1% 4
2024
Q1 		$14.7M Buy
321,404
+9,129
+3% +$415K 3.38% 4
2023
Q4 		$14.4M Buy
312,275
+5,257
+2% +$232K 3.45% 4
2023
Q3 		$13.4M Buy
307,018
+41,541
+16% +$1.86M 3.72% 4
2023
Q2 		$12.1M Buy
265,477
+59,786
+29% +$2.74M 3.42% 5
2023
Q1 		$9.49M Buy
205,691
+69,042
+51% +$3.16M 3.06% 6
2022
Q4 		$6.14M Sell
136,649
-62,279
-31% -$2.79M 2.23% 13
2022
Q3 		$8.85M Buy
198,928
+69,028
+53% +$3.22M 3.54% 5
2022
Q2 		$6.08M Sell
129,900
-63,116
-33% -$3M 2.43% 12
2022
Q1 		$9.58M Buy
193,016
+4,495
+2% +$229K 3.12% 4
2021
Q4 		$9.98M Buy
188,521
+18,110
+11% +$960K 3.1% 6
2021
Q3 		$9.07M Buy
170,411
+24,830
+17% +$1.33M 3.21% 6
2021
Q2 		$7.79M Buy
145,581
+4,916
+3% +$261K 2.88% 11
2021
Q1 		$7.42M Buy
140,665
+16,178
+13% +$867K 2.89% 9
2020
Q4 		$6.79M Buy
124,487
+11,944
+11% +$649K 3.27% 10
2020
Q3 		$6.12M Buy
112,543
+21,301
+23% +$1.16M 2.92% 10
2020
Q2 		$4.96M Buy
91,242
+4,661
+5% +$250K 2.53% 14
2020
Q1 		$4.55M Buy
86,581
+7,561
+10% +$397K 3.42% 11
2019
Q4 		$4.12M Buy
79,020
+10,841
+16% +$566K 2.52% 13
2019
Q3 		$3.57M Buy
68,179
+5,731
+9% +$299K 2.36% 15
2019
Q2 		$3.23M Buy
62,448
+1,755
+3% +$89.1K 2.21% 18
2019
Q1 		$3.07M Buy
+60,693
New +$3.02M 2.24% 17

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

Opes Wealth Management's IUSB Position: Q1 2026 in Review

Opes Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.13% in Q1 2026, selling an estimated $21.2K and leaving 347,461 shares worth $16M. The position accounts for 2.64% of the portfolio, ranked #8.

Opes Wealth Management first reported a position in IUSB in Q1 2019 and has held it in 29 quarters since. The position peaked at $16.7M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Opes Wealth Management held 347,461 shares of iShares Core Universal USD Bond ETF worth $16M as of Q1 2026.
  • Opes Wealth Management sold 455 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $21.2K.
  • iShares Core Universal USD Bond ETF made up 2.64% of Opes Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Opes Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Opes Wealth Management's iShares Core Universal USD Bond ETF position peaked at $16.7M in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.