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IUSB icon

Salomon & Ludwin’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Salomon & Ludwin’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 		$785 Hold
17
– – ﹤0.01% 2020
2025
Q4 		$792 Hold
17
– – ﹤0.01% 2070
2025
Q3 		$793 Hold
17
– – ﹤0.01% 2064
2025
Q2 		$782 Hold
17
– – ﹤0.01% 776
2025
Q1 		$783 Hold
17
– – ﹤0.01% 658
2024
Q4 		$768 Hold
17
– – ﹤0.01% 670
2024
Q3 		$801 Hold
17
– – ﹤0.01% 674
2024
Q2 		$769 Hold
17
– – ﹤0.01% 672
2024
Q1 		$775 Hold
17
– – ﹤0.01% 787
2023
Q4 		$743 Hold
17
– – ﹤0.01% 706
2023
Q3 		$743 Buy
+17
New +$760 ﹤0.01% 703

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

Salomon & Ludwin's IUSB Position: Q1 2026 in Review

Salomon & Ludwin held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 17 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Salomon & Ludwin first reported a position in IUSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $801 in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Salomon & Ludwin held 17 shares of iShares Core Universal USD Bond ETF worth $785 as of Q1 2026.
  • Salomon & Ludwin left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #2020 holding.
  • Salomon & Ludwin first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Salomon & Ludwin's iShares Core Universal USD Bond ETF position peaked at $801 in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.