WWM
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Western Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Western Wealth 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 		$3.33M Buy
72,177
+8,122
+13% +$378K 0.13% 172
2025
Q4 		$2.98M Buy
64,055
+2,347
+4% +$110K 0.14% 153
2025
Q3 		$2.88M Buy
61,708
+198
+0.3% +$9.16K 0.15% 130
2025
Q2 		$2.84M Buy
61,510
+706
+1% +$32.2K 0.17% 117
2025
Q1 		$2.8M Buy
60,804
+8,036
+15% +$366K 0.19% 109
2024
Q4 		$2.39M Sell
52,768
-10,904
-17% -$500K 0.16% 131
2024
Q3 		$3M Buy
63,672
+23,531
+59% +$1.09M 0.17% 114
2024
Q2 		$1.82M Buy
40,141
+597
+2% +$26.8K 0.13% 139
2024
Q1 		$1.8M Buy
39,544
+2,543
+7% +$116K 0.14% 146
2023
Q4 		$1.7M Buy
37,001
+8,678
+31% +$384K 0.12% 173
2023
Q3 		$1.24M Buy
28,323
+15,312
+118% +$684K 0.1% 208
2023
Q2 		$592K Buy
13,011
+1,238
+11% +$56.6K 0.05% 339
2023
Q1 		$543K Buy
11,773
+2,763
+31% +$126K 0.05% 348
2022
Q4 		$405K Sell
9,010
-26,977
-75% -$1.21M 0.04% 387
2022
Q3 		$1.6M Buy
35,987
+7,325
+26% +$342K 0.09% 217
2022
Q2 		$1.34M Buy
28,662
+2,859
+11% +$136K 0.08% 248
2022
Q1 		$1.28M Buy
25,803
+4,931
+24% +$251K 0.06% 290
2021
Q4 		$1.11M Buy
+20,872
New +$1.11M 0.11% 178
2021
Q2 		$944K Buy
+17,745
New +$943K 0.1% 216

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

Western Wealth Management's IUSB Position: Q1 2026 in Review

Western Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 13% in Q1 2026, buying an estimated $378K and bringing the position to 72,177 shares worth $3.33M. The position accounts for 0.13% of the portfolio, ranked #172.

Western Wealth Management first reported a position in IUSB in Q2 2021 and has held it in 19 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Western Wealth Management held 72,177 shares of iShares Core Universal USD Bond ETF worth $3.33M as of Q1 2026.
  • Western Wealth Management bought 8,122 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $378K.
  • iShares Core Universal USD Bond ETF made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Western Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.