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

PFW 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 		– Sell
-129,289
Closed -$6.02M – 127
2025
Q4 		$6.02M Buy
129,289
+368
+0.3% +$17.2K 1.82% 14
2025
Q3 		$6.02M Buy
128,921
+256
+0.2% +$11.8K 1.78% 13
2025
Q2 		$5.95M Sell
128,665
-1,510
-1% -$68.9K 1.83% 14
2025
Q1 		$6M Sell
130,175
-3,745
-3% -$171K 1.88% 13
2024
Q4 		$6.05M Buy
+133,920
New +$6.15M 1.86% 15
2024
Q2 		$5.98M Sell
132,236
-4,185
-3% -$188K 1.9% 13
2024
Q1 		$6.22M Buy
136,421
+19,562
+17% +$890K 1.9% 12
2023
Q4 		$5.38M Sell
116,859
-24,928
-18% -$1.1M 1.72% 13
2023
Q3 		$6.2M Buy
141,787
+706
+0.5% +$31.6K 2.19% 11
2023
Q2 		$6.3M Buy
+141,081
New +$6.46M 2.1% 12
2019
Q3 		$6.27M Buy
+133,002
New +$6.93M 1.9% 13

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

PFW Advisors's IUSB Position: Q1 2026 in Review

PFW Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 129,289 shares — an estimated $6.02M sold.

PFW Advisors first reported a position in IUSB in Q3 2019 and held it in 11 quarters. The position peaked at $6.3M in Q2 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • PFW Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • PFW Advisors sold 129,289 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $6.02M.
  • PFW Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2019 and held it in 11 quarters.
  • PFW Advisors's iShares Core Universal USD Bond ETF position peaked at $6.3M in Q2 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on PFW Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.