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

Seneca 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 		$2.83M Buy
61,303
+481
+0.8% +$22.4K 0.83% 21
2025
Q4 		$2.83M Buy
60,822
+775
+1% +$36.2K 0.86% 20
2025
Q3 		$2.8M Buy
60,047
+117
+0.2% +$5.41K 0.92% 20
2025
Q2 		$2.77M Buy
59,930
+24,340
+68% +$1.11M 1.07% 21
2025
Q1 		$1.64M Sell
35,590
-874
-2% -$39.8K 0.79% 21
2024
Q4 		$1.65M Buy
36,464
+56
+0.2% +$2.57K 0.82% 21
2024
Q3 		$1.72M Buy
36,408
+300
+0.8% +$13.9K 0.83% 21
2024
Q2 		$1.63M Sell
36,108
-14,942
-29% -$672K 0.85% 23
2024
Q1 		$2.33M Sell
51,050
-6,282
-11% -$286K 1.24% 20
2023
Q4 		$2.64M Buy
+57,332
New +$2.53M 1.53% 17

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

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

Seneca Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.79% in Q1 2026, buying an estimated $22.4K and bringing the position to 61,303 shares worth $2.83M. The position accounts for 0.83% of the portfolio, ranked #21.

Seneca Financial Advisors first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Seneca Financial Advisors held 61,303 shares of iShares Core Universal USD Bond ETF worth $2.83M as of Q1 2026.
  • Seneca Financial Advisors bought 481 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $22.4K.
  • iShares Core Universal USD Bond ETF made up 0.83% of Seneca Financial Advisors's portfolio in Q1 2026, its #21 holding.
  • Seneca Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.