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TRUE Private Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TRUE Private Wealth Advisors’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 		$352K Sell
7,626
-826
-10% -$38.5K 0.03% 197
2025
Q4 		$393K Buy
8,452
+82
+1% +$3.83K 0.04% 187
2025
Q3 		$391K Sell
8,370
-1,734
-17% -$80.2K 0.04% 183
2025
Q2 		$467K Sell
10,104
-18,136
-64% -$828K 0.05% 155
2025
Q1 		$1.3M Sell
28,240
-35,566
-56% -$1.62M 0.16% 83
2024
Q4 		$2.88M Sell
63,806
-85,876
-57% -$3.94M 0.35% 48
2024
Q3 		$7.05M Buy
149,682
+13,371
+10% +$620K 0.84% 22
2024
Q2 		$6.16M Sell
136,311
-5,849
-4% -$263K 0.7% 26
2024
Q1 		$6.48M Buy
142,160
+31,075
+28% +$1.41M 0.74% 24
2023
Q4 		$5.12M Sell
111,085
-16,860
-13% -$745K 0.65% 30
2023
Q3 		$5.59M Buy
127,945
+14,305
+13% +$639K 0.78% 24
2023
Q2 		$5.17M Sell
113,640
-62,228
-35% -$2.85M 0.76% 20
2023
Q1 		$8.12M Buy
175,868
+57,343
+48% +$2.62M 1.2% 15
2022
Q4 		$5.33M Buy
118,525
+2,995
+3% +$134K 0.82% 15
2022
Q3 		$5.14M Buy
115,530
+1,249
+1% +$58.3K 0.78% 14
2022
Q2 		$5.35M Buy
114,281
+8,614
+8% +$409K 0.78% 16
2022
Q1 		$5.04M Buy
105,667
+48,456
+85% +$2.47M 0.71% 20
2021
Q4 		$3.03M Buy
57,211
+2,657
+5% +$141K 0.43% 47
2021
Q3 		$2.9M Buy
54,554
+836
+2% +$44.9K 0.42% 42
2021
Q2 		$2.87M Buy
53,718
+25,661
+91% +$1.36M 0.43% 46
2021
Q1 		$1.48M Buy
+28,057
New +$1.5M 0.24% 66

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

TRUE Private Wealth Advisors's IUSB Position: Q1 2026 in Review

TRUE Private Wealth Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 9.8% in Q1 2026, selling an estimated $38.5K and leaving 7,626 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #197.

TRUE Private Wealth Advisors first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.12M in Q1 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • TRUE Private Wealth Advisors held 7,626 shares of iShares Core Universal USD Bond ETF worth $352K as of Q1 2026.
  • TRUE Private Wealth Advisors sold 826 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $38.5K.
  • iShares Core Universal USD Bond ETF made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #197 holding.
  • TRUE Private Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • TRUE Private Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $8.12M in Q1 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.