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

Semus 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 		$594K Buy
12,863
+4
+0% +$186 0.33% 53
2025
Q4 		$598K Sell
12,859
-2,193
-15% -$103K 0.32% 55
2025
Q3 		$703K Sell
15,052
-3,029
-17% -$140K 0.4% 48
2025
Q2 		$836K Buy
18,081
+332
+2% +$15.2K 0.54% 43
2025
Q1 		$818K Sell
17,749
-869
-5% -$39.6K 0.57% 40
2024
Q4 		$842K Sell
18,618
-2,707
-13% -$124K 0.56% 40
2024
Q3 		$1M Buy
21,325
+9,549
+81% +$443K 0.7% 28
2024
Q2 		$533K Sell
11,776
-81
-0.7% -$3.64K 0.41% 45
2024
Q1 		$541K Buy
11,857
+597
+5% +$27.2K 0.46% 43
2023
Q4 		$519K Sell
11,260
-51
-0.5% -$2.25K 0.43% 51
2023
Q3 		$494K Sell
11,311
-2,253
-17% -$101K 0.46% 50
2023
Q2 		$617K Buy
13,564
+831
+7% +$38K 0.57% 41
2023
Q1 		$588K Buy
12,733
+2,552
+25% +$117K 0.63% 36
2022
Q4 		$457K Buy
+10,181
New +$455K 0.56% 47

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

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

Semus Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.03% in Q1 2026, buying an estimated $186 and bringing the position to 12,863 shares worth $594K. The position accounts for 0.33% of the portfolio, ranked #53.

Semus Wealth Partners first reported a position in IUSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Semus Wealth Partners held 12,863 shares of iShares Core Universal USD Bond ETF worth $594K as of Q1 2026.
  • Semus Wealth Partners bought 4 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $186.
  • iShares Core Universal USD Bond ETF made up 0.33% of Semus Wealth Partners's portfolio in Q1 2026, its #53 holding.
  • Semus Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Semus Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $1M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.