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Wells Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wells Financial Advisors’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 		$112K Sell
2,420
-1,800
-43% -$83.9K 0.51% 30
2025
Q4 		$196K Sell
4,220
-11,680
-73% -$546K 0.37% 34
2025
Q3 		$743K Sell
15,900
-650
-4% -$30.1K 0.99% 25
2025
Q2 		$765K Sell
16,550
-5,350
-24% -$244K 1.05% 25
2025
Q1 		$1.01M Hold
21,900
– – 1.39% 23
2024
Q4 		$990K Hold
21,900
– – 1.35% 21
2024
Q3 		$1.03M Sell
21,900
-1,650
-7% -$76.6K 1.39% 22
2024
Q2 		$1.06M Buy
23,550
+1,220
+5% +$54.9K 0.7% 26
2024
Q1 		$1.02M Buy
22,330
+190
+0.9% +$8.65K 0.69% 25
2023
Q4 		$1.02M Buy
+22,140
New +$979K 0.74% 24

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

Wells Financial Advisors's IUSB Position: Q1 2026 in Review

Wells Financial Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 43% in Q1 2026, selling an estimated $83.9K and leaving 2,420 shares worth $112K. The position accounts for 0.51% of the portfolio, ranked #30.

Wells Financial Advisors first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q2 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Wells Financial Advisors held 2,420 shares of iShares Core Universal USD Bond ETF worth $112K as of Q1 2026.
  • Wells Financial Advisors sold 1,800 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $83.9K.
  • iShares Core Universal USD Bond ETF made up 0.51% of Wells Financial Advisors's portfolio in Q1 2026, its #30 holding.
  • Wells Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Wells Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $1.06M in Q2 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.