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

PUREfi Wealth’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 		$513K Buy
11,110
+4,336
+64% +$202K 0.34% 74
2025
Q4 		$315K Sell
6,774
-733
-10% -$34.3K 0.24% 112
2025
Q3 		$351K Sell
7,507
-2,173
-22% -$101K 0.27% 108
2025
Q2 		$448K Buy
9,680
+1,665
+21% +$76K 0.36% 71
2025
Q1 		$369K Sell
8,015
-2,283
-22% -$104K 0.37% 80
2024
Q4 		$465K Buy
+10,298
New +$473K 0.46% 57

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

PUREfi Wealth's IUSB Position: Q1 2026 in Review

PUREfi Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 64% in Q1 2026, buying an estimated $202K and bringing the position to 11,110 shares worth $513K. The position accounts for 0.34% of the portfolio, ranked #74.

PUREfi Wealth first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • PUREfi Wealth held 11,110 shares of iShares Core Universal USD Bond ETF worth $513K as of Q1 2026.
  • PUREfi Wealth bought 4,336 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $202K.
  • iShares Core Universal USD Bond ETF made up 0.34% of PUREfi Wealth's portfolio in Q1 2026, its #74 holding.
  • PUREfi Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.