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Oppenheimer & Co’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Oppenheimer & Co’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 		$755K Buy
16,337
+5,398
+49% +$252K 0.01% 1002
2025
Q4 		$509K Buy
+10,939
New +$511K 0.01% 1069
2025
Q2 		– Sell
-4,608
Closed -$212K – 1656
2025
Q1 		$212K Hold
4,608
– – ﹤0.01% 1427
2024
Q4 		$208K Buy
+4,608
New +$212K ﹤0.01% 1439

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

Oppenheimer & Co's IUSB Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares Core Universal USD Bond ETF (IUSB) stake by 49% in Q1 2026, buying an estimated $252K and bringing the position to 16,337 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #1002.

Oppenheimer & Co first reported a position in IUSB in Q4 2024 and has held it in 4 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Oppenheimer & Co held 16,337 shares of iShares Core Universal USD Bond ETF worth $755K as of Q1 2026.
  • Oppenheimer & Co bought 5,398 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $252K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1002 holding.
  • Oppenheimer & Co first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.