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

&Partners’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	$56.8M	Sell	1,229,925 -70,301	-5%	-$3.28M	0.28%	78
2025 Q4	$60.6M	Buy	1,300,226 +57,909	+5%	+$2.71M	0.32%	63
2025 Q3	$58M	Buy	1,242,317 +134,665	+12%	+$6.23M	0.37%	53
2025 Q2	$51.4M	Buy	1,107,652 +517,901	+88%	+$23.6M	0.39%	49
2025 Q1	$27.1M	Sell	589,751 -22,248	-4%	-$1.01M	0.29%	75
2024 Q4	$27.6M	Buy	611,999 +235,403	+63%	+$10.8M	0.33%	64
2024 Q3	$18M	Buy	376,596 +291,834	+344%	+$13.5M	0.35%	67
2024 Q2	$3.83M	Buy	84,762 +67,287	+385%	+$3.03M	0.17%	133
2024 Q1	$797K	Buy	17,475 +10,316	+144%	+$469K	0.11%	190
2023 Q4	$329K	Buy	+7,159	New	+$316K	0.08%	195

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

&Partners's IUSB Position: Q1 2026 in Review

&Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.4% in Q1 2026, selling an estimated $3.28M and leaving 1,229,925 shares worth $56.8M. The position accounts for 0.28% of the portfolio, ranked #78.

&Partners first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $60.6M in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

&Partners held 1,229,925 shares of iShares Core Universal USD Bond ETF worth $56.8M as of Q1 2026.
&Partners sold 70,301 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $3.28M.
iShares Core Universal USD Bond ETF made up 0.28% of &Partners's portfolio in Q1 2026, its #78 holding.
&Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
&Partners's iShares Core Universal USD Bond ETF position peaked at $60.6M in Q4 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.