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

Provident 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	$13.4K	Hold	291	–	–	﹤0.01%	125
2025 Q4	$13.5K	Sell	291 -42	-13%	-$1.96K	﹤0.01%	129
2025 Q3	$15.6K	Sell	333 -130	-28%	-$6.01K	﹤0.01%	128
2025 Q2	$21.4K	Hold	463	–	–	0.01%	123
2025 Q1	$21.3K	Hold	463	–	–	0.01%	121
2024 Q4	$20.9K	Hold	463	–	–	0.01%	109
2024 Q3	$21.8K	Buy	+463	New	+$21.5K	0.01%	110

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Provident Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 291 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #125.

Provident Wealth Management first reported a position in IUSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $21.8K in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Provident Wealth Management held 291 shares of iShares Core Universal USD Bond ETF worth $13.4K as of Q1 2026.
Provident Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Provident Wealth Management's portfolio in Q1 2026, its #125 holding.
Provident Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 7 quarters since.
Provident Wealth Management's iShares Core Universal USD Bond ETF position peaked at $21.8K in Q3 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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