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Sunbelt Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sunbelt Securities’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 		$268K Sell
5,792
-103
-2% -$4.8K 0.02% 555
2025
Q4 		$274K Sell
5,895
-1,178
-17% -$55.1K 0.02% 550
2025
Q3 		$330K Sell
7,073
-16,499
-70% -$763K 0.02% 500
2025
Q2 		$1.07M Buy
23,572
+15,782
+203% +$720K 0.09% 195
2025
Q1 		$359K Sell
7,790
-15,782
-67% -$719K 0.03% 404
2024
Q4 		$1.07M Buy
23,572
+5,812
+33% +$267K 0.09% 195
2024
Q3 		$837K Buy
17,760
+4,029
+29% +$187K 0.08% 235
2024
Q2 		$621K Buy
13,731
+1,694
+14% +$76.2K 0.06% 284
2024
Q1 		$549K Buy
12,037
+124
+1% +$5.64K 0.06% 304
2023
Q4 		$549K Sell
11,913
-4,788
-29% -$212K 0.07% 286
2023
Q3 		$730K Buy
16,701
+4,335
+35% +$194K 0.1% 218
2023
Q2 		$562K Buy
12,366
+278
+2% +$12.7K 0.08% 258
2023
Q1 		$555K Sell
12,088
-133
-1% -$6.09K 0.09% 244
2022
Q4 		$549K Buy
12,221
+6,808
+126% +$305K 0.11% 230
2022
Q3 		$241K Hold
5,413
– – 0.05% 372
2022
Q2 		$253K Buy
+5,413
New +$257K 0.05% 364

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

Sunbelt Securities's IUSB Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.7% in Q1 2026, selling an estimated $4.8K and leaving 5,792 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #555.

Sunbelt Securities first reported a position in IUSB in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q4 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Sunbelt Securities held 5,792 shares of iShares Core Universal USD Bond ETF worth $268K as of Q1 2026.
  • Sunbelt Securities sold 103 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $4.8K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #555 holding.
  • Sunbelt Securities first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Sunbelt Securities's iShares Core Universal USD Bond ETF position peaked at $1.07M in Q4 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.