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SFMG Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SFMG Wealth 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 		$483K Buy
10,454
+279
+3% +$13K 0.03% 193
2025
Q4 		$474K Buy
10,175
+1,006
+11% +$47K 0.03% 191
2025
Q3 		$428K Buy
9,169
+264
+3% +$12.2K 0.03% 193
2025
Q2 		$412K Buy
8,905
+910
+11% +$41.5K 0.03% 176
2025
Q1 		$368K Buy
7,995
+1,016
+15% +$46.3K 0.03% 175
2024
Q4 		$315K Sell
6,979
-108
-2% -$4.96K 0.02% 194
2024
Q3 		$334K Buy
7,087
+1,044
+17% +$48.4K 0.03% 189
2024
Q2 		$273K Buy
6,043
+1,293
+27% +$58.1K 0.02% 203
2024
Q1 		$217K Buy
+4,750
New +$216K 0.02% 238

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

SFMG Wealth Advisors's IUSB Position: Q1 2026 in Review

SFMG Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.7% in Q1 2026, buying an estimated $13K and bringing the position to 10,454 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #193.

SFMG Wealth Advisors first reported a position in IUSB in Q1 2024 and has held it in 9 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • SFMG Wealth Advisors held 10,454 shares of iShares Core Universal USD Bond ETF worth $483K as of Q1 2026.
  • SFMG Wealth Advisors bought 279 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $13K.
  • iShares Core Universal USD Bond ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #193 holding.
  • SFMG Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.