PA
IUSB icon

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

Procyon 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
-5,923
Closed -$276K – 608
2025
Q4 		$276K Buy
+5,923
New +$277K 0.01% 459
2024
Q1 		– Sell
-4,830
Closed -$223K – 527
2023
Q4 		$223K Buy
+4,830
New +$213K 0.02% 472
2020
Q3 		– Sell
-435
Closed -$24K – 614
2020
Q2 		$24K Hold
435
– – 0.01% 510
2020
Q1 		$23K Buy
+435
New +$22.8K 0.02% 460

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

Procyon Advisors's IUSB Position: Q1 2026 in Review

Procyon Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 5,923 shares — an estimated $276K sold.

Procyon Advisors first reported a position in IUSB in Q1 2020 and held it in 4 quarters. The position peaked at $276K in Q4 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Procyon Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Procyon Advisors sold 5,923 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $276K.
  • Procyon Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and held it in 4 quarters.
  • Procyon Advisors's iShares Core Universal USD Bond ETF position peaked at $276K in Q4 2025.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Procyon Advisors's 13F filing for Q1 2026, filed 4 May 2026.