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Vertex Planning Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Vertex Planning Partners’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 		$5.87M Buy
127,073
+15,679
+14% +$731K 1.14% 18
2025
Q4 		$5.18M Buy
111,394
+5,515
+5% +$258K 1.2% 16
2025
Q3 		$4.95M Sell
105,879
-32,979
-24% -$1.53M 0.95% 25
2025
Q2 		$6.42M Sell
138,858
-26,732
-16% -$1.22M 1.34% 19
2025
Q1 		$7.63M Buy
165,590
+120,021
+263% +$5.47M 1.67% 17
2024
Q4 		$2.06M Sell
45,569
-12,809
-22% -$588K 0.45% 41
2024
Q3 		$2.75M Buy
58,378
+12,942
+28% +$601K 0.66% 28
2024
Q2 		$2.05M Buy
45,436
+280
+0.6% +$12.6K 0.53% 29
2024
Q1 		$2.06M Buy
45,156
+22,356
+98% +$1.02M 0.57% 25
2023
Q4 		$1.05M Buy
22,800
+2,330
+11% +$103K 0.31% 40
2023
Q3 		$895K Buy
20,470
+698
+4% +$31.2K 0.31% 42
2023
Q2 		$899K Buy
19,772
+1,248
+7% +$57.1K 0.31% 46
2023
Q1 		$855K Buy
18,524
+1,908
+11% +$87.3K 0.32% 42
2022
Q4 		$747K Buy
+16,616
New +$743K 0.29% 49

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

Vertex Planning Partners's IUSB Position: Q1 2026 in Review

Vertex Planning Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 14% in Q1 2026, buying an estimated $731K and bringing the position to 127,073 shares worth $5.87M. The position accounts for 1.14% of the portfolio, ranked #18.

Vertex Planning Partners first reported a position in IUSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.63M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Vertex Planning Partners held 127,073 shares of iShares Core Universal USD Bond ETF worth $5.87M as of Q1 2026.
  • Vertex Planning Partners bought 15,679 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $731K.
  • iShares Core Universal USD Bond ETF made up 1.14% of Vertex Planning Partners's portfolio in Q1 2026, its #18 holding.
  • Vertex Planning Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Vertex Planning Partners's iShares Core Universal USD Bond ETF position peaked at $7.63M in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.