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

Smallwood Wealth Investment 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 		– Sell
-2
Closed -$93 – 537
2025
Q4 		$93 Hold
2
– – ﹤0.01% 480
2025
Q3 		$93 Buy
+2
New +$92 ﹤0.01% 493

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Smallwood Wealth Investment Management's IUSB Position: Q1 2026 in Review

Smallwood Wealth Investment Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 2 shares — an estimated $93 sold.

Smallwood Wealth Investment Management first reported a position in IUSB in Q3 2025 and held it in 2 quarters. The position peaked at $93 in Q4 2025. 845 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Smallwood Wealth Investment Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 2 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $93.
  • Smallwood Wealth Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and held it in 2 quarters.
  • Smallwood Wealth Investment Management's iShares Core Universal USD Bond ETF position peaked at $93 in Q4 2025.
  • 845 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.