WealthShield Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.2M | Buy |
286,289
+9,223
| +3% | +$430K | 1.47% | 11 |
|
|
2025
Q4 | $12.9M | Buy |
277,066
+745
| +0.3% | +$34.8K | 1.42% | 13 |
|
|
2025
Q3 | $12.9M | Sell |
276,321
-16,827
| -6% | -$778K | 1.46% | 12 |
|
|
2025
Q2 | $13.6M | Sell |
293,148
-20,790
| -7% | -$949K | 1.64% | 10 |
|
|
2025
Q1 | $14.5M | Buy |
313,938
+2,359
| +0.8% | +$108K | 1.86% | 6 |
|
|
2024
Q4 | $14.1M | Sell |
311,579
-15,975
| -5% | -$733K | 2% | 6 |
|
|
2024
Q3 | $15.4M | Buy |
327,554
+41,565
| +15% | +$1.93M | 2.09% | 4 |
|
|
2024
Q2 | $12.9M | Buy |
285,989
+1,178
| +0.4% | +$53K | 1.97% | 6 |
|
|
2024
Q1 | $13M | Buy |
284,811
+69,728
| +32% | +$3.17M | 2.1% | 4 |
|
|
2023
Q4 | $9.91M | Sell |
215,083
-128,160
| -37% | -$5.66M | 1.63% | 8 |
|
|
2023
Q3 | $15M | Buy |
343,243
+552
| +0.2% | +$24.7K | 2.26% | 6 |
|
|
2023
Q2 | $15.6M | Buy |
342,691
+28,578
| +9% | +$1.31M | 2.35% | 4 |
|
|
2023
Q1 | $14.5M | Buy |
314,113
+79,222
| +34% | +$3.63M | 2.34% | 4 |
|
|
2022
Q4 | $10.6M | Buy |
234,891
+13,957
| +6% | +$624K | 2.02% | 5 |
|
|
2022
Q3 | $9.83M | Buy |
220,934
+13,701
| +7% | +$639K | 1.95% | 5 |
|
|
2022
Q2 | $9.7M | Buy |
207,233
+20,810
| +11% | +$989K | 1.92% | 7 |
|
|
2022
Q1 | $9.25M | Buy |
186,423
+45,737
| +33% | +$2.33M | 1.48% | 11 |
|
|
2021
Q4 | $7.45M | Buy |
140,686
+22,049
| +19% | +$1.17M | 1.24% | 18 |
|
|
2021
Q3 | $6.32M | Sell |
118,637
-221,693
| -65% | -$11.9M | 1.69% | 14 |
|
|
2021
Q2 | $18.2M | Buy |
340,330
+162,061
| +91% | +$8.61M | 2.85% | 5 |
|
|
2021
Q1 | $9.4M | Buy |
178,269
+172,131
| +2,804% | +$9.22M | 1.69% | 12 |
|
|
2020
Q4 | $335K | Buy |
6,138
+205
| +3% | +$11.1K | 0.06% | 224 |
|
|
2020
Q3 | $323K | Sell |
5,933
-977
| -14% | -$53.4K | 0.11% | 182 |
|
|
2020
Q2 | $375K | Hold |
6,910
| – | – | 0.17% | 131 |
|
|
2020
Q1 | $363K | Sell |
6,910
-1,777
| -20% | -$93.3K | 0.22% | 95 |
|
|
2019
Q4 | $453K | Sell |
8,687
-3,109
| -26% | -$162K | 0.22% | 102 |
|
|
2019
Q3 | $618K | Sell |
11,796
-6,168
| -34% | -$321K | 0.33% | 65 |
|
|
2019
Q2 | $928K | Buy |
17,964
+15,197
| +549% | +$772K | 0.54% | 36 |
|
|
2019
Q1 | $140K | Sell |
2,767
-2,973
| -52% | -$148K | 0.08% | 159 |
|
|
2018
Q4 | $283K | Sell |
5,740
-22,437
| -80% | -$1.09M | 0.19% | 94 |
|
|
2018
Q3 | $1.39M | Sell |
28,177
-10,897
| -28% | -$538K | 0.79% | 26 |
|
|
2018
Q2 | $1.93M | Buy |
39,074
+33,731
| +631% | +$1.66M | 1.18% | 19 |
|
|
2018
Q1 | $267K | Buy |
5,343
+4,128
| +340% | +$207K | 0.17% | 97 |
|
|
2017
Q4 | $62K | Buy |
+1,215
| New | +$61.9K | 0.04% | 150 |
|
Other funds holding IUSB
WealthShield Partners's IUSB Position: Q1 2026 in Review
WealthShield Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.3% in Q1 2026, buying an estimated $430K and bringing the position to 286,289 shares worth $13.2M. The position accounts for 1.47% of the portfolio, ranked #11.
WealthShield Partners first reported a position in IUSB in Q4 2017 and has held it in 34 quarters since. The position peaked at $18.2M in Q2 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.
- WealthShield Partners held 286,289 shares of iShares Core Universal USD Bond ETF worth $13.2M as of Q1 2026.
- WealthShield Partners bought 9,223 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $430K.
- iShares Core Universal USD Bond ETF made up 1.47% of WealthShield Partners's portfolio in Q1 2026, its #11 holding.
- WealthShield Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's iShares Core Universal USD Bond ETF position peaked at $18.2M in Q2 2021.
- 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.