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

Patten & Patten’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
-4,317
Closed -$201K – 344
2025
Q4 		$201K Hold
4,317
– – 0.01% 339
2025
Q3 		$202K Buy
+4,317
New +$200K 0.01% 342

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

Patten & Patten's IUSB Position: Q1 2026 in Review

Patten & Patten sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 4,317 shares — an estimated $201K sold.

Patten & Patten first reported a position in IUSB in Q3 2025 and held it in 2 quarters. The position peaked at $202K in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Patten & Patten reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Patten & Patten sold 4,317 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $201K.
  • Patten & Patten first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and held it in 2 quarters.
  • Patten & Patten's iShares Core Universal USD Bond ETF position peaked at $202K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.