Quartz Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Quartz Partners’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	$929K	Sell	20,108 -4,442	-18%	-$207K	0.36%	59
2025 Q4	$1.14M	Buy	24,550 +615	+3%	+$28.7K	0.43%	52
2025 Q3	$1.12M	Buy	23,935 +1,714	+8%	+$79.3K	0.4%	58
2025 Q2	$1.03M	Buy	22,221 +22	+0.1%	+$1K	0.47%	50
2025 Q1	$1.02M	Buy	22,199 +1,786	+9%	+$81.4K	0.62%	45
2024 Q4	$923K	Sell	20,413 -2,383	-10%	-$109K	0.56%	49
2024 Q3	$1.07M	Buy	+22,796	New	+$1.06M	0.67%	47

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

Quartz Partners's IUSB Position: Q1 2026 in Review

Quartz Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 18% in Q1 2026, selling an estimated $207K and leaving 20,108 shares worth $929K. The position accounts for 0.36% of the portfolio, ranked #59.

Quartz Partners first reported a position in IUSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Quartz Partners held 20,108 shares of iShares Core Universal USD Bond ETF worth $929K as of Q1 2026.
Quartz Partners sold 4,442 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $207K.
iShares Core Universal USD Bond ETF made up 0.36% of Quartz Partners's portfolio in Q1 2026, its #59 holding.
Quartz Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 7 quarters since.
Quartz Partners's iShares Core Universal USD Bond ETF position peaked at $1.14M in Q4 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.