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

Veridan Wealth’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 		$8.83M Sell
191,178
-66
-0% -$3.08K 3.27% 3
2025
Q4 		$8.9M Buy
191,244
+6,561
+4% +$307K 2.99% 3
2025
Q3 		$8.63M Buy
+184,683
New +$8.54M 2.97% 3
2025
Q1 		$8.64M Buy
187,459
+283
+0.2% +$12.9K 3.9% 3
2024
Q4 		$8.48M Buy
+187,176
New +$8.59M 3.97% 3
2024
Q2 		$8.59M Buy
+185,781
New +$8.35M 3.45% 3

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

Veridan Wealth's IUSB Position: Q1 2026 in Review

Veridan Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.03% in Q1 2026, selling an estimated $3.08K and leaving 191,178 shares worth $8.83M. The position accounts for 3.27% of the portfolio, ranked #3.

Veridan Wealth first reported a position in IUSB in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.9M in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Veridan Wealth held 191,178 shares of iShares Core Universal USD Bond ETF worth $8.83M as of Q1 2026.
  • Veridan Wealth sold 66 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $3.08K.
  • iShares Core Universal USD Bond ETF made up 3.27% of Veridan Wealth's portfolio in Q1 2026, its #3 holding.
  • Veridan Wealth first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's iShares Core Universal USD Bond ETF position peaked at $8.9M in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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