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

SHP 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 		$53.4K Sell
1,155
-717
-38% -$33.4K ﹤0.01% 477
2025
Q4 		$87.1K Buy
+1,872
New +$87.5K 0.01% 372

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

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

SHP Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 38% in Q1 2026, selling an estimated $33.4K and leaving 1,155 shares worth $53.4K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

SHP Wealth Management first reported a position in IUSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $87.1K in Q4 2025. 839 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • SHP Wealth Management held 1,155 shares of iShares Core Universal USD Bond ETF worth $53.4K as of Q1 2026.
  • SHP Wealth Management sold 717 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $33.4K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #477 holding.
  • SHP Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Core Universal USD Bond ETF position peaked at $87.1K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.