Vestmark Advisory Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Vestmark Advisory Solutions’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	$20M	Buy	432,505 +342,500	+381%	+$16M	0.22%	99
2025 Q4	$4.19M	Buy	90,005 +51,166	+132%	+$2.39M	0.06%	341
2025 Q3	$1.81M	Sell	38,839 -11,024	-22%	-$510K	0.03%	428
2025 Q2	$2.31M	Sell	49,863 -21,362	-30%	-$975K	0.03%	355
2025 Q1	$3.28M	Buy	+71,225	New	+$3.25M	0.08%	262
2023 Q3	–	Sell	-91,405	Closed	-$4.16M	–	658
2023 Q2	$4.16M	Buy	91,405 +16,497	+22%	+$755K	0.16%	169
2023 Q1	$3.46M	Buy	74,908 +4,898	+7%	+$224K	0.15%	185
2022 Q4	$3.15M	Buy	70,010 +10,785	+18%	+$482K	0.15%	185
2022 Q3	$2.64M	Sell	59,225 -41,118	-41%	-$1.92M	0.15%	196
2022 Q2	$4.7M	Buy	100,343 +14,258	+17%	+$677K	0.27%	83
2022 Q1	$4.27M	Buy	86,085 +58,119	+208%	+$2.96M	0.24%	90
2021 Q4	$1.48M	Buy	27,966 +4,477	+19%	+$237K	0.08%	292
2021 Q3	$1.25M	Buy	23,489 +9,272	+65%	+$498K	0.08%	297
2021 Q2	$760K	Buy	14,217 +6,431	+83%	+$342K	0.05%	378
2021 Q1	$411K	Buy	+7,786	New	+$417K	0.04%	501

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Vestmark Advisory Solutions's IUSB Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its iShares Core Universal USD Bond ETF (IUSB) stake by 381% in Q1 2026, buying an estimated $16M and bringing the position to 432,505 shares worth $20M. The position accounts for 0.22% of the portfolio, ranked #99.

Vestmark Advisory Solutions first reported a position in IUSB in Q1 2021 and has held it in 15 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Vestmark Advisory Solutions held 432,505 shares of iShares Core Universal USD Bond ETF worth $20M as of Q1 2026.
Vestmark Advisory Solutions bought 342,500 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $16M.
iShares Core Universal USD Bond ETF made up 0.22% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #99 holding.
Vestmark Advisory Solutions first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 15 quarters since.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.