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

Quaker 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
2025
Q2 		– Sell
-1
Closed -$47 – 1281
2025
Q1 		$47 Buy
+1
New +$46 ﹤0.01% 902

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BlackRock
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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

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

Quaker Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 1 share — an estimated $47 sold.

Quaker Wealth Management first reported a position in IUSB in Q2 2025 and held it in 3 quarters. The position peaked at $47 in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Quaker Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 1 iShares Core Universal USD Bond ETF share in Q1 2026, an estimated $47.
  • Quaker Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and held it in 3 quarters.
  • Quaker Wealth Management's iShares Core Universal USD Bond ETF position peaked at $47 in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.