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

Signal Advisors Wealth’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	$2.51M	Buy	54,278 +81	+0.1%	+$3.77K	0.17%	116
2025 Q4	$2.52M	Sell	54,197 -8,402	-13%	-$393K	0.2%	101
2025 Q3	$2.92M	Sell	62,599 -11,989	-16%	-$554K	0.27%	86
2025 Q2	$3.45M	Sell	74,588 -10,747	-13%	-$490K	0.27%	95
2025 Q1	$3.93M	Sell	85,335 -11,314	-12%	-$516K	0.38%	68
2024 Q4	$4.37M	Sell	96,649 -40,323	-29%	-$1.85M	0.49%	60
2024 Q3	$6.45M	Buy	136,972 +132,275	+2,816%	+$6.14M	0.92%	21
2024 Q2	$212K	Sell	4,697 -122,127	-96%	-$5.49M	0.46%	66
2024 Q1	$5.78M	Buy	126,824 +34,869	+38%	+$1.59M	1.44%	12
2023 Q4	$4.24M	Buy	+91,955	New	+$4.06M	1.47%	13

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Signal Advisors Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.15% in Q1 2026, buying an estimated $3.77K and bringing the position to 54,278 shares worth $2.51M. The position accounts for 0.17% of the portfolio, ranked #116.

Signal Advisors Wealth first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.45M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Signal Advisors Wealth held 54,278 shares of iShares Core Universal USD Bond ETF worth $2.51M as of Q1 2026.
Signal Advisors Wealth bought 81 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $3.77K.
iShares Core Universal USD Bond ETF made up 0.17% of Signal Advisors Wealth's portfolio in Q1 2026, its #116 holding.
Signal Advisors Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares Core Universal USD Bond ETF position peaked at $6.45M in Q3 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.