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WFA of San Diego’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

WFA of San Diego’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 		$11.3K Hold
245
– – 0.01% 290
2025
Q4 		$11.4K Hold
245
– – 0.01% 309
2025
Q3 		$11.4K Hold
245
– – 0.01% 316
2025
Q2 		$11.3K Buy
+245
New +$11.2K 0.01% 309
2024
Q3 		$11.5K Hold
245
– – 0.01% 272
2024
Q2 		$11.1K Buy
+245
New +$11K 0.01% 270

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

WFA of San Diego's IUSB Position: Q1 2026 in Review

WFA of San Diego held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 245 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #290.

WFA of San Diego first reported a position in IUSB in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.5K in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • WFA of San Diego held 245 shares of iShares Core Universal USD Bond ETF worth $11.3K as of Q1 2026.
  • WFA of San Diego left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #290 holding.
  • WFA of San Diego first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • WFA of San Diego's iShares Core Universal USD Bond ETF position peaked at $11.5K in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.