PWM
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PMG Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

PMG Wealth Management’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
-4,728
Closed -$220K – 61
2025
Q4 		$220K Hold
4,728
– – 0.16% 55
2025
Q3 		$221K Sell
4,728
-480
-9% -$22.2K 0.17% 53
2025
Q2 		$240K Buy
+5,208
New +$238K 0.2% 50

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

PMG Wealth Management's IUSB Position: Q1 2026 in Review

PMG Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 4,728 shares — an estimated $220K sold.

PMG Wealth Management first reported a position in IUSB in Q2 2025 and held it in 3 quarters. The position peaked at $240K in Q2 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • PMG Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • PMG Wealth Management sold 4,728 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $220K.
  • PMG Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and held it in 3 quarters.
  • PMG Wealth Management's iShares Core Universal USD Bond ETF position peaked at $240K in Q2 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.