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O'Shaughnessy Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

O'Shaughnessy Asset 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 		$171K Buy
3,704
+7
+0.2% +$326 ﹤0.01% 2028
2025
Q4 		$172K Buy
+3,697
New +$173K ﹤0.01% 2016
2024
Q1 		– Sell
-277
Closed -$12.8K – 1902
2023
Q4 		$12.8K Buy
+277
New +$12.2K ﹤0.01% 1636

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

O'Shaughnessy Asset Management's IUSB Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.19% in Q1 2026, buying an estimated $326 and bringing the position to 3,704 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

O'Shaughnessy Asset Management first reported a position in IUSB in Q4 2023 and has held it in 3 quarters since. The position peaked at $172K in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • O'Shaughnessy Asset Management held 3,704 shares of iShares Core Universal USD Bond ETF worth $171K as of Q1 2026.
  • O'Shaughnessy Asset Management bought 7 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $326.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2028 holding.
  • O'Shaughnessy Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • O'Shaughnessy Asset Management's iShares Core Universal USD Bond ETF position peaked at $172K in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.