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

Stratos 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 		$887K Buy
19,202
+3,891
+25% +$181K 0.01% 845
2025
Q4 		$713K Sell
15,311
-11,903
-44% -$556K 0.01% 900
2025
Q3 		$1.27M Sell
27,214
-11,339
-29% -$524K 0.02% 664
2025
Q2 		$1.78M Sell
38,553
-7,353
-16% -$336K 0.02% 530
2025
Q1 		$2.12M Sell
45,906
-57,890
-56% -$2.64M 0.03% 436
2024
Q4 		$4.69M Buy
103,796
+10,839
+12% +$498K 0.07% 288
2024
Q3 		$4.38M Buy
92,957
+14,159
+18% +$657K 0.06% 294
2024
Q2 		$3.56M Buy
78,798
+16,122
+26% +$725K 0.06% 323
2024
Q1 		$2.86M Buy
+62,676
New +$2.85M 0.05% 359
2023
Q1 		– Sell
-5,505
Closed -$247K – 1176
2022
Q4 		$247K Sell
5,505
-5,144
-48% -$230K 0.01% 966
2022
Q3 		$474K Sell
10,649
-3,791
-26% -$177K 0.01% 708
2022
Q2 		$676K Buy
14,440
+3,628
+34% +$172K 0.02% 620
2022
Q1 		$537K Buy
10,812
+3,858
+55% +$197K 0.01% 790
2021
Q4 		$368K Buy
6,954
+244
+4% +$12.9K 0.01% 929
2021
Q3 		$357K Buy
6,710
+884
+15% +$47.5K 0.01% 889
2021
Q2 		$312K Buy
5,826
+905
+18% +$48.1K 0.01% 951
2021
Q1 		$260K Sell
4,921
-38
-0.8% -$2.04K 0.01% 936
2020
Q4 		$271K Buy
4,959
+778
+19% +$42.3K 0.01% 887
2020
Q3 		$227K Sell
4,181
-77
-2% -$4.21K 0.01% 880
2020
Q2 		$231K Sell
4,258
-297
-7% -$15.9K 0.01% 849
2020
Q1 		$239K Buy
4,555
+619
+16% +$32.5K 0.01% 757
2019
Q4 		$205K Buy
+3,936
New +$205K 0.01% 907
2018
Q4 		– Sell
-2,119
Closed -$104K – 1653
2018
Q3 		$104K Buy
+2,119
New +$105K ﹤0.01% 1108
2018
Q2 		– Sell
-681
Closed -$34K – 1776
2018
Q1 		$34K Sell
681
-388
-36% -$19.4K ﹤0.01% 1779
2017
Q4 		$54K Buy
+1,069
New +$54.4K ﹤0.01% 1476

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

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

Stratos Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 25% in Q1 2026, buying an estimated $181K and bringing the position to 19,202 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #845.

Stratos Wealth Partners first reported a position in IUSB in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.69M in Q4 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Stratos Wealth Partners held 19,202 shares of iShares Core Universal USD Bond ETF worth $887K as of Q1 2026.
  • Stratos Wealth Partners bought 3,891 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $181K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #845 holding.
  • Stratos Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 25 quarters since.
  • Stratos Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $4.69M in Q4 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.