Westside Investment Management’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 | $5.99M | Buy |
129,617
+2,853
| +2% | +$133K | 0.92% | 25 |
|
|
2025
Q4 | $5.9M | Buy |
126,764
+640
| +0.5% | +$29.9K | 0.94% | 23 |
|
|
2025
Q3 | $5.89M | Buy |
126,124
+290
| +0.2% | +$13.4K | 0.94% | 24 |
|
|
2025
Q2 | $5.82M | Buy |
125,834
+780
| +0.6% | +$35.6K | 1.08% | 20 |
|
|
2025
Q1 | $5.76M | Buy |
125,054
+5,125
| +4% | +$234K | 1.23% | 17 |
|
|
2024
Q4 | $5.42M | Buy |
119,929
+1,850
| +2% | +$84.9K | 1.14% | 21 |
|
|
2024
Q3 | $5.56M | Sell |
118,079
-636
| -0.5% | -$29.5K | 1.18% | 18 |
|
|
2024
Q2 | $5.37M | Buy |
118,715
+1,773
| +2% | +$79.7K | 1.23% | 19 |
|
|
2024
Q1 | $5.33M | Buy |
116,942
+970
| +0.8% | +$44.1K | 1.28% | 16 |
|
|
2023
Q4 | $5.34M | Buy |
115,972
+650
| +0.6% | +$28.7K | 1.37% | 15 |
|
|
2023
Q3 | $5.04M | Sell |
115,322
-850
| -0.7% | -$38K | 1.45% | 14 |
|
|
2023
Q2 | $5.28M | Buy |
116,172
+2,100
| +2% | +$96.1K | 1.49% | 13 |
|
|
2023
Q1 | $5.26M | Sell |
114,072
-965
| -0.8% | -$44.2K | 1.55% | 12 |
|
|
2022
Q4 | $219K | Sell |
115,037
-11,057
| -9% | -$495K | 0.54% | 49 |
|
|
2022
Q3 | $221K | Sell |
126,094
-10,820
| -8% | -$505K | 0.53% | 51 |
|
|
2022
Q2 | $705K | Buy |
136,914
+8,953
| +7% | +$425K | 1.6% | 9 |
|
|
2022
Q1 | $705K | Buy |
127,961
+14,335
| +13% | +$731K | 1.55% | 10 |
|
|
2021
Q4 | $365K | Buy |
113,626
+16,040
| +16% | +$850K | 0.83% | 30 |
|
|
2021
Q3 | $365K | Buy |
97,586
+7,060
| +8% | +$379K | 0.84% | 30 |
|
|
2021
Q2 | $371K | Buy |
90,526
+6,840
| +8% | +$363K | 0.86% | 28 |
|
|
2021
Q1 | $120K | Buy |
83,686
+2,227
| +3% | +$119K | 0.32% | 67 |
|
|
2020
Q4 | $113K | Buy |
81,459
+2,507
| +3% | +$136K | 0.31% | 61 |
|
|
2020
Q3 | $189K | Buy |
78,952
+2,630
| +3% | +$144K | 0.09% | 37 |
|
|
2020
Q2 | $189K | Buy |
76,322
+900
| +1% | +$48.2K | 0.11% | 31 |
|
|
2020
Q1 | $109K | Buy |
+75,422
| New | +$3.96M | 0.07% | 46 |
|
|
2019
Q2 | $104K | Buy |
+75,132
| New | +$3.81M | 0.23% | 26 |
|
|
2018
Q4 | $3.75M | Buy |
76,214
+74,214
| +3,711% | +$3.62M | 1.37% | 8 |
|
|
2018
Q3 | $97.1K | Sell |
2,000
-58,989
| -97% | -$2.91M | 0.03% | 205 |
|
|
2018
Q2 | $3M | Buy |
60,989
+10,910
| +22% | +$538K | 1.06% | 12 |
|
|
2018
Q1 | $2.5M | Buy |
50,079
+26,413
| +112% | +$1.32M | 1.37% | 13 |
|
|
2017
Q4 | $1.2M | Buy |
23,666
+3,973
| +20% | +$202K | 0.65% | 35 |
|
|
2017
Q3 | $1M | Buy |
19,693
+670
| +4% | +$34.2K | 0.61% | 42 |
|
|
2017
Q2 | $965K | Buy |
19,023
+688
| +4% | +$35K | 0.63% | 38 |
|
|
2017
Q1 | $928K | Buy |
+18,335
| New | +$921K | 0.44% | 36 |
|
Other funds holding IUSB
Westside Investment Management's IUSB Position: Q1 2026 in Review
Westside Investment Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.3% in Q1 2026, buying an estimated $133K and bringing the position to 129,617 shares worth $5.99M. The position accounts for 0.92% of the portfolio, ranked #25.
Westside Investment Management first reported a position in IUSB in Q1 2017 and has held it in 34 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.
- Westside Investment Management held 129,617 shares of iShares Core Universal USD Bond ETF worth $5.99M as of Q1 2026.
- Westside Investment Management bought 2,853 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $133K.
- iShares Core Universal USD Bond ETF made up 0.92% of Westside Investment Management's portfolio in Q1 2026, its #25 holding.
- Westside Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2017 and has held it in 34 quarters since.
- 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.
Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.