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White Lighthouse Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

White Lighthouse Investment 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 		$3.93M Sell
85,101
-238
-0.3% -$11.1K 0.55% 32
2025
Q4 		$3.97M Buy
85,339
+1,413
+2% +$66K 0.55% 34
2025
Q3 		$3.92M Sell
83,926
-4,070
-5% -$188K 0.6% 31
2025
Q2 		$4.07M Sell
87,996
-1,367
-2% -$62.4K 0.66% 31
2025
Q1 		$4.12M Sell
89,363
-2,757
-3% -$126K 0.74% 30
2024
Q4 		$4.16M Buy
92,120
+1,599
+2% +$73.4K 0.73% 30
2024
Q3 		$4.27M Buy
90,521
+3,684
+4% +$171K 0.77% 28
2024
Q2 		$3.93M Sell
86,837
-6,848
-7% -$308K 0.76% 27
2024
Q1 		$4.27M Buy
93,685
+3,019
+3% +$137K 0.87% 26
2023
Q4 		$4.18M Sell
90,666
-41,300
-31% -$1.83M 0.91% 24
2023
Q3 		$5.77M Sell
131,966
-3,997
-3% -$179K 1.4% 18
2023
Q2 		$6.18M Buy
135,963
+125
+0.1% +$5.72K 1.48% 19
2023
Q1 		$6.27M Buy
135,838
+10,192
+8% +$466K 1.58% 18
2022
Q4 		$5.65M Buy
125,646
+51,297
+69% +$2.29M 1.53% 18
2022
Q3 		$3.31M Sell
74,349
-34,608
-32% -$1.61M 0.96% 25
2022
Q2 		$5.1M Buy
+108,957
New +$5.18M 1.46% 19

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

White Lighthouse Investment Management's IUSB Position: Q1 2026 in Review

White Lighthouse Investment Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.28% in Q1 2026, selling an estimated $11.1K and leaving 85,101 shares worth $3.93M. The position accounts for 0.55% of the portfolio, ranked #32.

White Lighthouse Investment Management first reported a position in IUSB in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.27M in Q1 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • White Lighthouse Investment Management held 85,101 shares of iShares Core Universal USD Bond ETF worth $3.93M as of Q1 2026.
  • White Lighthouse Investment Management sold 238 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $11.1K.
  • iShares Core Universal USD Bond ETF made up 0.55% of White Lighthouse Investment Management's portfolio in Q1 2026, its #32 holding.
  • White Lighthouse Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • White Lighthouse Investment Management's iShares Core Universal USD Bond ETF position peaked at $6.27M in Q1 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.