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Perigon Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Perigon Wealth Management’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 		$31.4M Buy
679,198
+45,772
+7% +$2.13M 0.57% 34
2025
Q4 		$29.5M Buy
633,426
+50,648
+9% +$2.37M 0.53% 37
2025
Q3 		$27.2M Sell
582,778
-1,110
-0.2% -$51.3K 0.56% 33
2025
Q2 		$27M Sell
583,888
-76,113
-12% -$3.47M 0.63% 30
2025
Q1 		$30.4M Sell
660,001
-230,115
-26% -$10.5M 0.78% 19
2024
Q4 		$40.2M Sell
890,116
-68,065
-7% -$3.12M 0.99% 15
2024
Q3 		$45.1M Buy
958,181
+242,571
+34% +$11.3M 1.19% 11
2024
Q2 		$32.4M Buy
715,610
+12,441
+2% +$559K 0.94% 17
2024
Q1 		$32.1M Buy
703,169
+312,506
+80% +$14.2M 0.97% 15
2023
Q4 		$18M Buy
390,663
+11,146
+3% +$493K 0.59% 34
2023
Q3 		$16.6M Sell
379,517
-68,252
-15% -$3.05M 0.67% 31
2023
Q2 		$20.4M Buy
447,769
+124,774
+39% +$5.71M 0.8% 20
2023
Q1 		$14.9M Buy
322,995
+91,802
+40% +$4.2M 0.85% 19
2022
Q4 		$10.4M Buy
231,193
+45,046
+24% +$2.01M 0.64% 31
2022
Q3 		$8.28M Buy
186,147
+38,439
+26% +$1.79M 0.72% 23
2022
Q2 		$6.92M Sell
147,708
-63,196
-30% -$3M 0.58% 32
2022
Q1 		$10.5M Buy
210,904
+68,767
+48% +$3.5M 0.74% 23
2021
Q4 		$7.52M Buy
142,137
+3,807
+3% +$202K 0.54% 34
2021
Q3 		$7.37M Buy
138,330
+27,218
+24% +$1.46M 0.64% 28
2021
Q2 		$5.94M Buy
111,112
+36,560
+49% +$1.94M 0.53% 37
2021
Q1 		$3.93M Buy
+74,552
New +$4M 0.4% 53

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

Perigon Wealth Management's IUSB Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 7.2% in Q1 2026, buying an estimated $2.13M and bringing the position to 679,198 shares worth $31.4M. The position accounts for 0.57% of the portfolio, ranked #34.

Perigon Wealth Management first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $45.1M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Perigon Wealth Management held 679,198 shares of iShares Core Universal USD Bond ETF worth $31.4M as of Q1 2026.
  • Perigon Wealth Management bought 45,772 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.13M.
  • iShares Core Universal USD Bond ETF made up 0.57% of Perigon Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Perigon Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Perigon Wealth Management's iShares Core Universal USD Bond ETF position peaked at $45.1M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.