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Vested Financial Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Vested Financial Planning’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 		$1.53M Buy
33,153
+5,632
+20% +$262K 1.17% 13
2025
Q4 		$1.28M Buy
27,521
+8,185
+42% +$383K 0.99% 14
2025
Q3 		$903K Buy
19,336
+2,058
+12% +$95.2K 0.73% 14
2025
Q2 		$799K Sell
17,278
-973
-5% -$44.4K 0.71% 14
2025
Q1 		$841K Hold
18,251
– – 0.84% 12
2024
Q4 		$825K Buy
+18,251
New +$838K 0.78% 13

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

Vested Financial Planning's IUSB Position: Q1 2026 in Review

Vested Financial Planning increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q1 2026, buying an estimated $262K and bringing the position to 33,153 shares worth $1.53M. The position accounts for 1.17% of the portfolio, ranked #13.

Vested Financial Planning first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Vested Financial Planning held 33,153 shares of iShares Core Universal USD Bond ETF worth $1.53M as of Q1 2026.
  • Vested Financial Planning bought 5,632 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $262K.
  • iShares Core Universal USD Bond ETF made up 1.17% of Vested Financial Planning's portfolio in Q1 2026, its #13 holding.
  • Vested Financial Planning first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.