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Sutton Place Investors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sutton Place Investors’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 		$1.56M Buy
33,688
+2,019
+6% +$94.1K 0.85% 31
2025
Q4 		$1.47M Sell
31,669
-275
-0.9% -$12.9K 0.81% 31
2025
Q3 		$1.49M Sell
31,944
-7,383
-19% -$341K 0.85% 31
2025
Q2 		$1.82M Sell
39,327
-10,513
-21% -$480K 1.09% 27
2025
Q1 		$2.3M Sell
49,840
-2,995
-6% -$136K 1.54% 14
2024
Q4 		$2.39M Sell
52,835
-12,737
-19% -$585K 1.38% 15
2024
Q3 		$3.09M Buy
65,572
+11,380
+21% +$528K 1.89% 12
2024
Q2 		$2.45M Sell
54,192
-4,987
-8% -$224K 1.63% 13
2024
Q1 		$2.7M Buy
59,179
+28,620
+94% +$1.3M 1.34% 18
2023
Q4 		$1.41M Sell
30,559
-788
-3% -$34.8K 1.02% 27
2023
Q3 		$1.37M Sell
31,347
-3,651
-10% -$163K 1.78% 15
2023
Q2 		$1.59M Sell
34,998
-1,066
-3% -$48.8K 2.21% 9
2023
Q1 		$1.66M Buy
36,064
+5,842
+19% +$267K 2.26% 11
2022
Q4 		$1.36M Buy
30,222
+5,816
+24% +$260K 1.94% 13
2022
Q3 		$1.09M Buy
24,406
+837
+4% +$39K 1.65% 18
2022
Q2 		$1.1M Buy
23,569
+836
+4% +$39.7K 1.61% 18
2022
Q1 		$1.08M Buy
22,733
+1,802
+9% +$91.8K 1.3% 24
2021
Q4 		$1.11M Buy
+20,931
New +$1.11M 1.27% 23

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

Sutton Place Investors's IUSB Position: Q1 2026 in Review

Sutton Place Investors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6.4% in Q1 2026, buying an estimated $94.1K and bringing the position to 33,688 shares worth $1.56M. The position accounts for 0.85% of the portfolio, ranked #31.

Sutton Place Investors first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.09M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Sutton Place Investors held 33,688 shares of iShares Core Universal USD Bond ETF worth $1.56M as of Q1 2026.
  • Sutton Place Investors bought 2,019 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $94.1K.
  • iShares Core Universal USD Bond ETF made up 0.85% of Sutton Place Investors's portfolio in Q1 2026, its #31 holding.
  • Sutton Place Investors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Sutton Place Investors's iShares Core Universal USD Bond ETF position peaked at $3.09M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.