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

Pinnacle Family 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 		$633K Buy
13,699
+810
+6% +$37.7K 0.3% 56
2025
Q4 		$600K Sell
12,889
-1,917
-13% -$89.6K 0.26% 68
2025
Q3 		$692K Sell
14,806
-360
-2% -$16.6K 0.3% 53
2025
Q2 		$701K Sell
15,166
-3,914
-21% -$179K 0.34% 55
2025
Q1 		$879K Sell
19,080
-5,046
-21% -$230K 0.48% 47
2024
Q4 		$1.09M Buy
24,126
+4,072
+20% +$187K 0.53% 40
2024
Q3 		$945K Sell
20,054
-113
-0.6% -$5.24K 0.49% 43
2024
Q2 		$912K Sell
20,167
-217
-1% -$9.76K 0.5% 37
2024
Q1 		$929K Buy
20,384
+7,443
+58% +$339K 0.5% 36
2023
Q4 		$596K Sell
12,941
-250
-2% -$11K 0.35% 45
2023
Q3 		$577K Sell
13,191
-1,763
-12% -$78.8K 0.33% 47
2023
Q2 		$680K Buy
14,954
+1,060
+8% +$48.5K 0.37% 46
2023
Q1 		$641K Buy
13,894
+717
+5% +$32.8K 0.39% 51
2022
Q4 		$592K Buy
13,177
+3,054
+30% +$137K 0.42% 42
2022
Q3 		$450K Sell
10,123
-169
-2% -$7.88K 0.39% 45
2022
Q2 		$482K Buy
10,292
+398
+4% +$18.9K 0.39% 54
2022
Q1 		$491K Buy
9,894
+1,277
+15% +$65.1K 0.26% 69
2021
Q4 		$456K Buy
8,617
+3,480
+68% +$185K 0.21% 68
2021
Q3 		$273K Buy
5,137
+17
+0.3% +$913 0.12% 111
2021
Q2 		$274K Buy
+5,120
New +$272K 0.12% 107

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

Pinnacle Family Advisors's IUSB Position: Q1 2026 in Review

Pinnacle Family Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6.3% in Q1 2026, buying an estimated $37.7K and bringing the position to 13,699 shares worth $633K. The position accounts for 0.3% of the portfolio, ranked #56.

Pinnacle Family Advisors first reported a position in IUSB in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.09M in Q4 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Pinnacle Family Advisors held 13,699 shares of iShares Core Universal USD Bond ETF worth $633K as of Q1 2026.
  • Pinnacle Family Advisors bought 810 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $37.7K.
  • iShares Core Universal USD Bond ETF made up 0.3% of Pinnacle Family Advisors's portfolio in Q1 2026, its #56 holding.
  • Pinnacle Family Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Pinnacle Family Advisors's iShares Core Universal USD Bond ETF position peaked at $1.09M in Q4 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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