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Strategic Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Strategic Wealth Partners’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 		$113K Sell
2,437
-463
-16% -$21.6K 0.01% 377
2025
Q4 		$135K Sell
2,900
-38,572
-93% -$1.8M 0.01% 367
2025
Q3 		$1.94M Buy
41,472
+40,462
+4,006% +$1.87M 0.14% 108
2025
Q2 		$46.7K Buy
+1,010
New +$46.1K ﹤0.01% 501
2024
Q4 		– Sell
-4,560
Closed -$215K – 324
2024
Q3 		$215K Hold
4,560
– – 0.02% 282
2024
Q2 		$206K Buy
+4,560
New +$205K 0.02% 280
2023
Q1 		– Sell
-6,391
Closed -$287K – 268
2022
Q4 		$287K Sell
6,391
-33,115
-84% -$1.48M 0.05% 210
2022
Q3 		$1.76M Buy
+39,506
New +$1.84M 0.37% 92

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

Strategic Wealth Partners's IUSB Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q1 2026, selling an estimated $21.6K and leaving 2,437 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #377.

Strategic Wealth Partners first reported a position in IUSB in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.94M in Q3 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Strategic Wealth Partners held 2,437 shares of iShares Core Universal USD Bond ETF worth $113K as of Q1 2026.
  • Strategic Wealth Partners sold 463 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $21.6K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #377 holding.
  • Strategic Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 8 quarters since.
  • Strategic Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $1.94M in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.