Phillips Financial Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.14M | Sell |
24,631
-914
| -4% | -$42.6K | 0.08% | 104 |
|
|
2025
Q4 | $1.19M | Sell |
25,545
-1,097
| -4% | -$51.3K | 0.08% | 106 |
|
|
2025
Q3 | $1.24M | Sell |
26,642
-5,831
| -18% | -$270K | 0.08% | 105 |
|
|
2025
Q2 | $1.5M | Sell |
32,473
-774
| -2% | -$35.3K | 0.11% | 88 |
|
|
2025
Q1 | $1.53M | Sell |
33,247
-3,275
| -9% | -$149K | 0.12% | 88 |
|
|
2024
Q4 | $1.65M | Sell |
36,522
-11,598
| -24% | -$532K | 0.13% | 87 |
|
|
2024
Q3 | $2.27M | Sell |
48,120
-6,609
| -12% | -$307K | 0.18% | 79 |
|
|
2024
Q2 | $2.47M | Sell |
54,729
-1,028
| -2% | -$46.2K | 0.2% | 75 |
|
|
2024
Q1 | $2.54M | Sell |
55,757
-7,192
| -11% | -$327K | 0.21% | 75 |
|
|
2023
Q4 | $2.9M | Sell |
62,949
-2,309
| -4% | -$102K | 0.25% | 68 |
|
|
2023
Q3 | $2.85M | Sell |
65,258
-3,589
| -5% | -$160K | 0.27% | 66 |
|
|
2023
Q2 | $3.13M | Sell |
68,847
-1,934
| -3% | -$88.5K | 0.29% | 61 |
|
|
2023
Q1 | $3.27M | Sell |
70,781
-6,357
| -8% | -$291K | 0.32% | 59 |
|
|
2022
Q4 | $3.47M | Sell |
77,138
-340
| -0.4% | -$15.2K | 0.35% | 58 |
|
|
2022
Q3 | $3.45M | Sell |
77,478
-3,367
| -4% | -$157K | 0.38% | 55 |
|
|
2022
Q2 | $3.79M | Buy |
80,845
+3,377
| +4% | +$160K | 0.41% | 48 |
|
|
2022
Q1 | $3.85M | Buy |
77,468
+6,227
| +9% | +$317K | 0.36% | 50 |
|
|
2021
Q4 | $3.77M | Sell |
71,241
-2,245
| -3% | -$119K | 0.37% | 47 |
|
|
2021
Q3 | $3.91M | Buy |
73,486
+2,901
| +4% | +$156K | 0.41% | 44 |
|
|
2021
Q2 | $3.78M | Buy |
70,585
+4,012
| +6% | +$213K | 0.39% | 43 |
|
|
2021
Q1 | $3.51M | Buy |
66,573
+2,416
| +4% | +$129K | 0.43% | 43 |
|
|
2020
Q4 | $3.5M | Buy |
64,157
+4,073
| +7% | +$221K | 0.48% | 42 |
|
|
2020
Q3 | $3.27M | Buy |
60,084
+8,374
| +16% | +$457K | 0.51% | 41 |
|
|
2020
Q2 | $2.81M | Buy |
51,710
+5,526
| +12% | +$296K | 0.46% | 44 |
|
|
2020
Q1 | $2.42M | Sell |
46,184
-3
| -0% | -$158 | 0.48% | 42 |
|
|
2019
Q4 | $2.41M | Buy |
46,187
+1,833
| +4% | +$95.6K | 0.39% | 43 |
|
|
2019
Q3 | $2.33M | Buy |
44,354
+1,340
| +3% | +$69.8K | 0.41% | 44 |
|
|
2019
Q2 | $2.22M | Buy |
43,014
+2,370
| +6% | +$120K | 0.41% | 45 |
|
|
2019
Q1 | $2.04M | Buy |
40,644
+1,705
| +4% | +$84.9K | 0.39% | 48 |
|
|
2018
Q4 | $1.92M | Buy |
38,939
+7,545
| +24% | +$368K | 0.41% | 43 |
|
|
2018
Q3 | $1.54M | Buy |
31,394
+7,840
| +33% | +$387K | 0.32% | 46 |
|
|
2018
Q2 | $1.16M | Buy |
23,554
+6,005
| +34% | +$296K | 0.24% | 49 |
|
|
2018
Q1 | $874K | Buy |
17,549
+6,813
| +63% | +$341K | 0.19% | 58 |
|
|
2017
Q4 | $546K | Buy |
+10,736
| New | +$547K | 0.12% | 61 |
|
Other funds holding IUSB
Phillips Financial Management's IUSB Position: Q1 2026 in Review
Phillips Financial Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 3.6% in Q1 2026, selling an estimated $42.6K and leaving 24,631 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #104.
Phillips Financial Management first reported a position in IUSB in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.91M in Q3 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.
- Phillips Financial Management held 24,631 shares of iShares Core Universal USD Bond ETF worth $1.14M as of Q1 2026.
- Phillips Financial Management sold 914 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $42.6K.
- iShares Core Universal USD Bond ETF made up 0.08% of Phillips Financial Management's portfolio in Q1 2026, its #104 holding.
- Phillips Financial Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Phillips Financial Management's iShares Core Universal USD Bond ETF position peaked at $3.91M in Q3 2021.
- 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.
Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.