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Park Avenue Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Park Avenue Securities’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 		$414M Buy
8,956,773
+352,950
+4% +$16.4M 3.23% 6
2025
Q4 		$400M Sell
8,603,823
-323,274
-4% -$15.1M 3.39% 6
2025
Q3 		$417M Sell
8,927,097
-1,499,878
-14% -$69.4M 3.25% 5
2025
Q2 		$482M Sell
10,426,975
-464,918
-4% -$21.2M 4.43% 2
2025
Q1 		$502M Sell
10,891,893
-6,193
-0.1% -$282K 6.17% 2
2024
Q4 		$493M Sell
10,898,086
-1,600,071
-13% -$73.4M 5.07% 2
2024
Q3 		$589M Buy
12,498,157
+1,890,434
+18% +$87.7M 6.62% 2
2024
Q2 		$480M Sell
10,607,723
-264,060
-2% -$11.9M 5.86% 2
2024
Q1 		$496M Buy
10,871,783
+3,035,201
+39% +$138M 6.4% 2
2023
Q4 		$361M Sell
7,836,582
-1,043,838
-12% -$46.1M 4.99% 2
2023
Q3 		$388M Sell
8,880,420
-819,226
-8% -$36.6M 6.02% 2
2023
Q2 		$441M Buy
9,699,646
+152,202
+2% +$6.96M 6.98% 2
2023
Q1 		$441M Buy
9,547,444
+2,070,597
+28% +$94.8M 7.58% 2
2022
Q4 		$336M Buy
7,476,847
+1,127,183
+18% +$50.4M 5.96% 3
2022
Q3 		$283M Buy
6,349,664
+20,943
+0.3% +$977K 5.63% 3
2022
Q2 		$296M Buy
6,328,721
+251,235
+4% +$11.9M 5.74% 3
2022
Q1 		$302M Buy
6,077,486
+1,246,767
+26% +$63.5M 5.29% 3
2021
Q4 		$256M Buy
4,830,719
+286,238
+6% +$15.2M 4.52% 5
2021
Q3 		$242M Buy
4,544,481
+61,586
+1% +$3.31M 4.86% 4
2021
Q2 		$240M Buy
4,482,895
+614,118
+16% +$32.6M 5.09% 4
2021
Q1 		$204M Buy
+3,868,777
New +$207M 4.95% 4

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

Park Avenue Securities's IUSB Position: Q1 2026 in Review

Park Avenue Securities increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.1% in Q1 2026, buying an estimated $16.4M and bringing the position to 8,956,773 shares worth $414M. The position accounts for 3.23% of the portfolio, ranked #6.

Park Avenue Securities first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $589M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Park Avenue Securities held 8,956,773 shares of iShares Core Universal USD Bond ETF worth $414M as of Q1 2026.
  • Park Avenue Securities bought 352,950 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $16.4M.
  • iShares Core Universal USD Bond ETF made up 3.23% of Park Avenue Securities's portfolio in Q1 2026, its #6 holding.
  • Park Avenue Securities first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Park Avenue Securities's iShares Core Universal USD Bond ETF position peaked at $589M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Park Avenue Securities's 13F filing for Q1 2026, filed 7 Apr 2026.