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Snider Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Snider Financial Group’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
-5,414
Closed -$252K – 111
2025
Q4 		$252K Sell
5,414
-1,166
-18% -$54.5K 0.07% 99
2025
Q3 		$307K Buy
6,580
+231
+4% +$10.7K 0.08% 96
2025
Q2 		$294K Sell
6,349
-94
-1% -$4.29K 0.08% 97
2025
Q1 		$297K Sell
6,443
-630
-9% -$28.7K 0.1% 93
2024
Q4 		$320K Sell
7,073
-448
-6% -$20.6K 0.1% 91
2024
Q3 		$354K Buy
7,521
+238
+3% +$11K 0.13% 54
2024
Q2 		$329K Sell
7,283
-413
-5% -$18.6K 0.13% 55
2024
Q1 		$351K Buy
7,696
+54
+0.7% +$2.46K 0.15% 53
2023
Q4 		$352K Sell
7,642
-312
-4% -$13.8K 0.16% 50
2023
Q3 		$348K Sell
7,954
-113
-1% -$5.05K 0.17% 52
2023
Q2 		$367K Buy
+8,067
New +$369K 0.18% 51
2023
Q1 		– Sell
-8,289
Closed -$372K – 57
2022
Q4 		$372K Buy
8,289
+13
+0.2% +$581 0.21% 45
2022
Q3 		$371K Sell
8,276
-186
-2% -$8.68K 0.2% 45
2022
Q2 		$396K Sell
8,462
-4,707
-36% -$224K 0.22% 44
2022
Q1 		$654K Buy
13,169
+94
+0.7% +$4.79K 0.3% 39
2021
Q4 		$687K Sell
13,075
-448
-3% -$23.8K 0.29% 41
2021
Q3 		$718K Sell
13,523
-319
-2% -$17.1K 0.31% 42
2021
Q2 		$744K Buy
+13,842
New +$735K 0.35% 42

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

Snider Financial Group's IUSB Position: Q1 2026 in Review

Snider Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 5,414 shares — an estimated $252K sold.

Snider Financial Group first reported a position in IUSB in Q2 2021 and held it in 18 quarters. The position peaked at $744K in Q2 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Snider Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Snider Financial Group sold 5,414 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $252K.
  • Snider Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and held it in 18 quarters.
  • Snider Financial Group's iShares Core Universal USD Bond ETF position peaked at $744K in Q2 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Snider Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.