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

WBH Advisory’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 		$1.38M Sell
29,929
-506
-2% -$23.6K 0.1% 142
2025
Q4 		$1.42M Sell
30,435
-212
-0.7% -$9.91K 0.1% 134
2025
Q3 		$1.43M Sell
30,647
-17
-0.1% -$786 0.11% 132
2025
Q2 		$1.42M Sell
30,664
-1,785
-6% -$81.5K 0.12% 126
2025
Q1 		$1.5M Sell
32,449
-5,942
-15% -$271K 0.14% 114
2024
Q4 		$1.74M Sell
38,391
-573
-1% -$26.3K 0.16% 105
2024
Q3 		$1.84M Sell
38,964
-2,305
-6% -$107K 0.17% 104
2024
Q2 		$1.87M Sell
41,269
-832
-2% -$37.4K 0.19% 91
2024
Q1 		$1.92M Sell
42,101
-811
-2% -$36.9K 0.2% 96
2023
Q4 		$1.98M Sell
42,912
-4,237
-9% -$187K 0.22% 89
2023
Q3 		$2.06M Sell
47,149
-4,729
-9% -$211K 0.25% 82
2023
Q2 		$2.36M Buy
51,878
+3,563
+7% +$163K 0.28% 79
2023
Q1 		$2.23M Buy
+48,315
New +$2.21M 0.28% 83
2022
Q3 		$1.96M Sell
43,936
-2,532
-5% -$118K 0.28% 80
2022
Q2 		$2.18M Buy
46,468
+30,992
+200% +$1.47M 0.29% 78
2022
Q1 		$742K Buy
+15,476
New +$789K 0.09% 175

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

WBH Advisory's IUSB Position: Q1 2026 in Review

WBH Advisory reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.7% in Q1 2026, selling an estimated $23.6K and leaving 29,929 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #142.

WBH Advisory first reported a position in IUSB in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.36M in Q2 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • WBH Advisory held 29,929 shares of iShares Core Universal USD Bond ETF worth $1.38M as of Q1 2026.
  • WBH Advisory sold 506 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $23.6K.
  • iShares Core Universal USD Bond ETF made up 0.1% of WBH Advisory's portfolio in Q1 2026, its #142 holding.
  • WBH Advisory first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • WBH Advisory's iShares Core Universal USD Bond ETF position peaked at $2.36M in Q2 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.