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

Resolute Wealth Advisor’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 		$11.8M Buy
+254,454
New +$11.9M 6.69% 2
2025
Q2 		$11.8M Buy
+254,454
New +$11.6M 6.69% 2

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

Resolute Wealth Advisor's IUSB Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q1 2026: 254,454 shares worth $11.8M. The stake represents 6.69% of the portfolio and ranks #2 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in IUSB as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in IUSB in Q2 2025 and has held it in 2 quarters since. 840 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Resolute Wealth Advisor held 254,454 shares of iShares Core Universal USD Bond ETF worth $11.8M as of Q1 2026.
  • iShares Core Universal USD Bond ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares Core Universal USD Bond ETF made up 6.69% of Resolute Wealth Advisor's portfolio in Q1 2026, its #2 holding.
  • Resolute Wealth Advisor first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.