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Sculati Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sculati Wealth Management’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 		$2.9M Buy
62,713
+17,078
+37% +$796K 1.07% 28
2025
Q4 		$2.12M Buy
45,635
+16,163
+55% +$756K 0.75% 42
2025
Q3 		$1.38M Buy
29,472
+16,051
+120% +$742K 0.49% 57
2025
Q2 		$620K Buy
+13,421
New +$612K 0.23% 82

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

Sculati Wealth Management's IUSB Position: Q1 2026 in Review

Sculati Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 37% in Q1 2026, buying an estimated $796K and bringing the position to 62,713 shares worth $2.9M. The position accounts for 1.07% of the portfolio, ranked #28.

Sculati Wealth Management first reported a position in IUSB in Q2 2025 and has held it in 4 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Sculati Wealth Management held 62,713 shares of iShares Core Universal USD Bond ETF worth $2.9M as of Q1 2026.
  • Sculati Wealth Management bought 17,078 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $796K.
  • iShares Core Universal USD Bond ETF made up 1.07% of Sculati Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Sculati Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.