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Perennial Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Perennial Investment Advisors’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 		$862K Buy
18,667
+402
+2% +$18.7K 0.07% 210
2025
Q4 		$850K Sell
18,265
-1,054
-5% -$49.3K 0.07% 205
2025
Q3 		$902K Sell
19,319
-5,561
-22% -$257K 0.07% 194
2025
Q2 		$1.15M Sell
24,880
-4,922
-17% -$225K 0.11% 166
2025
Q1 		$1.37M Buy
29,802
+1,070
+4% +$48.8K 0.15% 122
2024
Q4 		$1.3M Sell
28,732
-3,303
-10% -$152K 0.15% 114
2024
Q3 		$1.51M Buy
32,035
+4,883
+18% +$227K 0.2% 91
2024
Q2 		$1.23M Sell
27,152
-1,169
-4% -$52.6K 0.18% 102
2024
Q1 		$1.29M Buy
28,321
+9,339
+49% +$425K 0.2% 87
2023
Q4 		$875K Sell
18,982
-2,473
-12% -$109K 0.14% 119
2023
Q3 		$938K Sell
21,455
-4,512
-17% -$202K 0.17% 104
2023
Q2 		$1.18M Buy
25,967
+3,196
+14% +$146K 0.21% 97
2023
Q1 		$1.05M Buy
22,771
+7,458
+49% +$341K 0.2% 100
2022
Q4 		$688K Buy
15,313
+2,981
+24% +$133K 0.28% 72
2022
Q3 		$549K Sell
12,332
-258
-2% -$12K 0.25% 80
2022
Q2 		$587K Sell
12,590
-1,166
-8% -$55.4K 0.23% 83
2022
Q1 		$680K Buy
+13,756
New +$701K 0.22% 89
2021
Q4 		– Sell
-9,291
Closed -$495K – 241
2021
Q3 		$495K Sell
9,291
-1,259
-12% -$67.6K 0.18% 113
2021
Q2 		$564K Buy
10,550
+418
+4% +$22.2K 0.21% 99
2021
Q1 		$534K Buy
+10,132
New +$543K 0.21% 97

Other funds holding IUSB

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

Perennial Investment Advisors's IUSB Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.2% in Q1 2026, buying an estimated $18.7K and bringing the position to 18,667 shares worth $862K. The position accounts for 0.07% of the portfolio, ranked #210.

Perennial Investment Advisors first reported a position in IUSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.51M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Perennial Investment Advisors held 18,667 shares of iShares Core Universal USD Bond ETF worth $862K as of Q1 2026.
  • Perennial Investment Advisors bought 402 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $18.7K.
  • iShares Core Universal USD Bond ETF made up 0.07% of Perennial Investment Advisors's portfolio in Q1 2026, its #210 holding.
  • Perennial Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Perennial Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $1.51M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.