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Resurgent Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Resurgent Financial Advisors’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 		$1.67M Buy
36,148
+1,179
+3% +$54.9K 0.6% 37
2025
Q4 		$1.63M Buy
34,969
+151
+0.4% +$7.06K 0.82% 28
2025
Q3 		$1.63M Sell
34,818
-6,077
-15% -$281K 0.8% 29
2025
Q2 		$1.89M Sell
40,895
-6,626
-14% -$302K 1.04% 21
2025
Q1 		$2.19M Buy
47,521
+218
+0.5% +$9.94K 1.32% 15
2024
Q4 		$2.14M Sell
47,303
-1,297
-3% -$59.5K 1.26% 17
2024
Q3 		$2.29M Buy
48,600
+10,164
+26% +$472K 1.34% 16
2024
Q2 		$1.74M Buy
38,436
+1,450
+4% +$65.2K 1.08% 20
2024
Q1 		$1.69M Buy
36,986
+10,283
+39% +$468K 0.9% 28
2023
Q4 		$1.23M Buy
26,703
+2,951
+12% +$130K 0.76% 28
2023
Q3 		$1.04M Buy
23,752
+1,501
+7% +$67.1K 0.71% 31
2023
Q2 		$1.01M Buy
22,251
+1,879
+9% +$86K 0.67% 35
2023
Q1 		$940K Buy
20,372
+8,337
+69% +$382K 0.63% 38
2022
Q4 		$541K Sell
12,035
-1,573
-12% -$70.4K 0.29% 83
2022
Q3 		$606K Sell
13,608
-232
-2% -$10.8K 0.41% 73
2022
Q2 		$648K Buy
13,840
+6,505
+89% +$309K 0.42% 70
2022
Q1 		$364K Buy
+7,335
New +$374K 0.23% 111

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

Resurgent Financial Advisors's IUSB Position: Q1 2026 in Review

Resurgent Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.4% in Q1 2026, buying an estimated $54.9K and bringing the position to 36,148 shares worth $1.67M. The position accounts for 0.6% of the portfolio, ranked #37.

Resurgent Financial Advisors first reported a position in IUSB in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.29M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Resurgent Financial Advisors held 36,148 shares of iShares Core Universal USD Bond ETF worth $1.67M as of Q1 2026.
  • Resurgent Financial Advisors bought 1,179 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $54.9K.
  • iShares Core Universal USD Bond ETF made up 0.6% of Resurgent Financial Advisors's portfolio in Q1 2026, its #37 holding.
  • Resurgent Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Resurgent Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $2.29M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.