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W Advisors LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

W Advisors LLC’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 		$2.11M Buy
45,639
+3,573
+8% +$167K 1.08% 25
2025
Q4 		$1.96M Buy
42,066
+1,318
+3% +$61.6K 0.98% 24
2025
Q3 		$1.9M Sell
40,748
-6,913
-15% -$320K 1% 22
2025
Q2 		$2.2M Sell
47,661
-1,115
-2% -$50.9K 1.26% 20
2025
Q1 		$2.25M Buy
48,776
+4,004
+9% +$182K 1.41% 18
2024
Q4 		$2.02M Sell
44,772
-8,346
-16% -$383K 1.25% 22
2024
Q3 		$2.5M Buy
53,118
+17,667
+50% +$820K 1.54% 16
2024
Q2 		$1.6M Sell
35,451
-5,807
-14% -$261K 1.05% 25
2024
Q1 		$1.88M Buy
41,258
+23,646
+134% +$1.08M 1.29% 17
2023
Q4 		$811K Sell
17,612
-31,533
-64% -$1.39M 0.6% 40
2023
Q3 		$2.15M Buy
49,145
+7,890
+19% +$353K 1.77% 16
2023
Q2 		$1.88M Sell
41,255
-434
-1% -$19.9K 1.47% 17
2023
Q1 		$1.92M Buy
41,689
+15,994
+62% +$732K 1.59% 17
2022
Q4 		$1.15M Buy
25,695
+4,026
+19% +$180K 0.96% 28
2022
Q3 		$965K Buy
21,669
+729
+3% +$34K 0.9% 28
2022
Q2 		$980K Buy
20,940
+4,230
+25% +$201K 0.85% 27
2022
Q1 		$829K Buy
16,710
+3,047
+22% +$155K 0.63% 38
2021
Q4 		$723K Buy
+13,663
New +$724K 0.54% 42

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

W Advisors LLC's IUSB Position: Q1 2026 in Review

W Advisors LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.5% in Q1 2026, buying an estimated $167K and bringing the position to 45,639 shares worth $2.11M. The position accounts for 1.08% of the portfolio, ranked #25.

W Advisors LLC first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.5M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • W Advisors LLC held 45,639 shares of iShares Core Universal USD Bond ETF worth $2.11M as of Q1 2026.
  • W Advisors LLC bought 3,573 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $167K.
  • iShares Core Universal USD Bond ETF made up 1.08% of W Advisors LLC's portfolio in Q1 2026, its #25 holding.
  • W Advisors LLC first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's iShares Core Universal USD Bond ETF position peaked at $2.5M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.