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

Pinion 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	$7.85M	Buy	169,968 +41,054	+32%	+$1.91M	1.83%	11
2025 Q4	$6M	Buy	128,914 +33,085	+35%	+$1.55M	1.46%	12
2025 Q3	$4.51M	Buy	95,829 +38,385	+67%	+$1.78M	1.23%	16
2025 Q2	$2.66M	Sell	57,444 -29,116	-34%	-$1.33M	0.92%	24
2025 Q1	$3.99M	Buy	86,560 +26,686	+45%	+$1.22M	0.88%	23
2024 Q4	$2.71M	Buy	59,874 +25,149	+72%	+$1.15M	1.08%	20
2024 Q3	$1.64M	Buy	34,725 +21,888	+171%	+$1.02M	0.69%	28
2024 Q2	$580K	Buy	+12,837	New	+$577K	0.29%	67

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Pinion Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q1 2026, buying an estimated $1.91M and bringing the position to 169,968 shares worth $7.85M. The position accounts for 1.83% of the portfolio, ranked #11.

Pinion Investment Advisors first reported a position in IUSB in Q2 2024 and has held it in 8 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Pinion Investment Advisors held 169,968 shares of iShares Core Universal USD Bond ETF worth $7.85M as of Q1 2026.
Pinion Investment Advisors bought 41,054 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.91M.
iShares Core Universal USD Bond ETF made up 1.83% of Pinion Investment Advisors's portfolio in Q1 2026, its #11 holding.
Pinion Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 8 quarters since.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.