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True Vision MN’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

True Vision MN’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 		$17.1M Buy
370,169
+54,483
+17% +$2.54M 8.82% 1
2025
Q4 		$14.7M Buy
315,686
+4,298
+1% +$201K 7.47% 1
2025
Q3 		$14.5M Sell
311,388
-33,919
-10% -$1.57M 7.58% 1
2025
Q2 		$16M Sell
345,307
-47,077
-12% -$2.15M 8.83% 1
2025
Q1 		$18.1M Sell
392,384
-11,683
-3% -$532K 10.83% 1
2024
Q4 		$18.3M Sell
404,067
-41,358
-9% -$1.9M 10.84% 2
2024
Q3 		$21M Buy
445,425
+79,033
+22% +$3.67M 12.56% 1
2024
Q2 		$16.6M Sell
366,392
-29,740
-8% -$1.34M 10.76% 2
2024
Q1 		$17.6M Buy
396,132
+115,368
+41% +$5.25M 12.4% 2
2023
Q4 		$12.9M Buy
+280,764
New +$12.4M 10.39% 2

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 Vision MN's IUSB Position: Q1 2026 in Review

True Vision MN increased its iShares Core Universal USD Bond ETF (IUSB) stake by 17% in Q1 2026, buying an estimated $2.54M and bringing the position to 370,169 shares worth $17.1M. The position accounts for 8.82% of the portfolio, ranked #1.

True Vision MN first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $21M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • True Vision MN held 370,169 shares of iShares Core Universal USD Bond ETF worth $17.1M as of Q1 2026.
  • True Vision MN bought 54,483 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.54M.
  • iShares Core Universal USD Bond ETF made up 8.82% of True Vision MN's portfolio in Q1 2026, its #1 holding.
  • True Vision MN first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • True Vision MN's iShares Core Universal USD Bond ETF position peaked at $21M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.