Oxford Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Oxford Financial Group’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	–	Sell	-5,285	Closed	-$246K	–	314
2025 Q4	$246K	Buy	+5,285	New	+$247K	0.01%	208
2024 Q4	–	Sell	-133	Closed	-$6.27K	–	313
2024 Q3	$6.27K	Hold	133	–	–	﹤0.01%	285
2024 Q2	$6.01K	Hold	133	–	–	﹤0.01%	313
2024 Q1	$6.06K	Hold	133	–	–	﹤0.01%	272
2023 Q4	$6.13K	Hold	133	–	–	﹤0.01%	294
2023 Q3	$5.81K	Hold	133	–	–	﹤0.01%	261
2023 Q2	$6.05K	Hold	133	–	–	﹤0.01%	286
2023 Q1	$6.14K	Hold	133	–	–	﹤0.01%	246
2022 Q4	$5.98K	Hold	133	–	–	﹤0.01%	249
2022 Q3	$6K	Hold	133	–	–	﹤0.01%	226
2022 Q2	$6K	Hold	133	–	–	﹤0.01%	248
2022 Q1	$7K	Hold	133	–	–	﹤0.01%	249
2021 Q4	$7K	Hold	133	–	–	﹤0.01%	260
2021 Q3	$7K	Buy	+133	New	+$7.14K	﹤0.01%	239

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Oxford Financial Group's IUSB Position: Q1 2026 in Review

Oxford Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 5,285 shares — an estimated $246K sold.

Oxford Financial Group first reported a position in IUSB in Q3 2021 and held it in 14 quarters. The position peaked at $246K in Q4 2025. 838 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Oxford Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
Oxford Financial Group sold 5,285 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $246K.
Oxford Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and held it in 14 quarters.
Oxford Financial Group's iShares Core Universal USD Bond ETF position peaked at $246K in Q4 2025.
838 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.