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Plan Group Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Plan Group Financial’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 		$350K Buy
+7,583
New +$353K 0.08% 149
2023
Q3 		– Sell
-9,605
Closed -$431K – 84
2023
Q2 		$431K Buy
+9,605
New +$440K 0.36% 39

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

Plan Group Financial's IUSB Position: Q1 2026 in Review

Plan Group Financial opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q1 2026: 7,583 shares worth $350K. The stake represents 0.08% of the portfolio and ranks #149 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in IUSB as recently as Q2 2023.

Plan Group Financial first reported a position in IUSB in Q2 2023 and has held it in 2 quarters since. The position peaked at $431K in Q2 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Plan Group Financial held 7,583 shares of iShares Core Universal USD Bond ETF worth $350K as of Q1 2026.
  • iShares Core Universal USD Bond ETF was a new Plan Group Financial position in Q1 2026.
  • iShares Core Universal USD Bond ETF made up 0.08% of Plan Group Financial's portfolio in Q1 2026, its #149 holding.
  • Plan Group Financial first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • Plan Group Financial's iShares Core Universal USD Bond ETF position peaked at $431K in Q2 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.