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Plante Moran Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Plante Moran Financial 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
-1
Closed -$47 – 814
2025
Q4 		$47 Buy
+1
New +$47 ﹤0.01% 803
2025
Q2 		– Sell
-216
Closed -$9.95K – 818
2025
Q1 		$9.95K Sell
216
-621
-74% -$28.3K ﹤0.01% 568
2024
Q4 		$37.8K Hold
837
– – ﹤0.01% 392
2024
Q3 		$39.4K Hold
837
– – ﹤0.01% 424
2024
Q2 		$37.8K Hold
837
– – ﹤0.01% 384
2024
Q1 		$38.2K Hold
837
– – ﹤0.01% 399
2023
Q4 		$38.6K Buy
+837
New +$37K ﹤0.01% 353
2023
Q3 		– Sell
-31
Closed -$1.41K – 812
2023
Q2 		$1.41K Buy
+31
New +$1.42K ﹤0.01% 711
2022
Q3 		– Sell
-185
Closed -$9K – 959
2022
Q2 		$9K Buy
+185
New +$8.79K ﹤0.01% 624
2021
Q2 		– Sell
-294
Closed -$16K – 1011
2021
Q1 		$16K Buy
+294
New +$15.8K ﹤0.01% 566
2018
Q3 		– Sell
-1,773
Closed -$87K – 804
2018
Q2 		$87K Buy
+1,773
New +$87.5K 0.04% 239

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Plante Moran Financial Advisors's IUSB Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 1 share — an estimated $47 sold.

Plante Moran Financial Advisors first reported a position in IUSB in Q2 2018 and held it in 11 quarters. The position peaked at $87K in Q2 2018. 840 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1 iShares Core Universal USD Bond ETF share in Q1 2026, an estimated $47.
  • Plante Moran Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and held it in 11 quarters.
  • Plante Moran Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $87K in Q2 2018.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.