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Smartleaf Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Smartleaf Asset 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 		$2.47M Buy
53,653
+7,057
+15% +$329K 0.09% 206
2025
Q4 		$2.17M Buy
46,596
+644
+1% +$30.1K 0.08% 214
2025
Q3 		$2.15M Sell
45,952
-11,774
-20% -$545K 0.13% 168
2025
Q2 		$2.66M Buy
57,726
+13,008
+29% +$594K 0.23% 88
2025
Q1 		$2.06M Buy
44,718
+25,677
+135% +$1.17M 0.2% 109
2024
Q4 		$861K Buy
19,041
+6,920
+57% +$318K 0.09% 246
2024
Q3 		$573K Buy
12,121
+2,693
+29% +$125K 0.07% 280
2024
Q2 		$428K Buy
9,428
+513
+6% +$23.1K 0.07% 261
2024
Q1 		$407K Buy
8,915
+2,954
+50% +$134K 0.08% 244
2023
Q4 		$275K Buy
+5,961
New +$263K 0.07% 261

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

Smartleaf Asset Management's IUSB Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q1 2026, buying an estimated $329K and bringing the position to 53,653 shares worth $2.47M. The position accounts for 0.09% of the portfolio, ranked #206.

Smartleaf Asset Management first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.66M in Q2 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Smartleaf Asset Management held 53,653 shares of iShares Core Universal USD Bond ETF worth $2.47M as of Q1 2026.
  • Smartleaf Asset Management bought 7,057 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $329K.
  • iShares Core Universal USD Bond ETF made up 0.09% of Smartleaf Asset Management's portfolio in Q1 2026, its #206 holding.
  • Smartleaf Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's iShares Core Universal USD Bond ETF position peaked at $2.66M in Q2 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.