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

Sagespring Wealth 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	$11.6M	Buy	252,171 +119,571	+90%	+$5.57M	0.21%	64
2025 Q4	$6.17M	Buy	132,600 +3,700	+3%	+$173K	0.11%	99
2025 Q3	$6.02M	Sell	128,900 -8,570	-6%	-$396K	0.12%	94
2025 Q2	$6.36M	Buy	137,470 +3,532	+3%	+$161K	0.14%	87
2025 Q1	$6.17M	Buy	133,938 +68,231	+104%	+$3.11M	0.16%	77
2024 Q4	$2.97M	Buy	+65,707	New	+$3.02M	0.08%	112

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

Sagespring Wealth Partners's IUSB Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 90% in Q1 2026, buying an estimated $5.57M and bringing the position to 252,171 shares worth $11.6M. The position accounts for 0.21% of the portfolio, ranked #64.

Sagespring Wealth Partners 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.

Sagespring Wealth Partners held 252,171 shares of iShares Core Universal USD Bond ETF worth $11.6M as of Q1 2026.
Sagespring Wealth Partners bought 119,571 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $5.57M.
iShares Core Universal USD Bond ETF made up 0.21% of Sagespring Wealth Partners's portfolio in Q1 2026, its #64 holding.
Sagespring Wealth Partners 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 Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.