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WealthTrak Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

WealthTrak Capital Management’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 		$977K Buy
21,142
+813
+4% +$37.9K 0.7% 41
2025
Q4 		$946K Buy
20,329
+1,239
+6% +$57.9K 0.68% 40
2025
Q3 		$892K Sell
19,090
-2,930
-13% -$136K 0.73% 42
2025
Q2 		$1.02M Sell
22,020
-779
-3% -$35.5K 0.85% 34
2025
Q1 		$1.05M Buy
22,799
+625
+3% +$28.5K 0.91% 28
2024
Q4 		$1M Buy
+22,174
New +$1.02M 0.85% 33

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

WealthTrak Capital Management's IUSB Position: Q1 2026 in Review

WealthTrak Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4% in Q1 2026, buying an estimated $37.9K and bringing the position to 21,142 shares worth $977K. The position accounts for 0.7% of the portfolio, ranked #41.

WealthTrak Capital Management first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • WealthTrak Capital Management held 21,142 shares of iShares Core Universal USD Bond ETF worth $977K as of Q1 2026.
  • WealthTrak Capital Management bought 813 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $37.9K.
  • iShares Core Universal USD Bond ETF made up 0.7% of WealthTrak Capital Management's portfolio in Q1 2026, its #41 holding.
  • WealthTrak Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • WealthTrak Capital Management's iShares Core Universal USD Bond ETF position peaked at $1.05M in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.