Willis Johnson & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Willis Johnson & Associates’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	$240K	Buy	+5,192	New	+$242K	0.01%	172
2025 Q3	–	Sell	-4,395	Closed	-$203K	–	195
2025 Q2	$203K	Sell	4,395 -104	-2%	-$4.75K	0.01%	162
2025 Q1	$207K	Sell	4,499 -3,941	-47%	-$180K	0.02%	157
2024 Q4	$381K	Sell	8,440 -1,915	-18%	-$87.9K	0.03%	102
2024 Q3	$488K	Buy	10,355 +81	+0.8%	+$3.76K	0.04%	96
2024 Q2	$465K	Buy	10,274 +993	+11%	+$44.7K	0.04%	94
2024 Q1	$423K	Buy	9,281 +352	+4%	+$16K	0.04%	95
2023 Q4	$411K	Sell	8,929 -153	-2%	-$6.76K	0.04%	91
2023 Q3	$397K	Buy	9,082 +103	+1%	+$4.6K	0.04%	88
2023 Q2	$408K	Buy	+8,979	New	+$411K	0.04%	84

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Willis Johnson & Associates's IUSB Position: Q1 2026 in Review

Willis Johnson & Associates opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q1 2026: 5,192 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #172 among its holdings. This is a return to the name: Willis Johnson & Associates previously reported a position in IUSB as recently as Q2 2025.

Willis Johnson & Associates first reported a position in IUSB in Q2 2023 and has held it in 10 quarters since. The position peaked at $488K in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Willis Johnson & Associates held 5,192 shares of iShares Core Universal USD Bond ETF worth $240K as of Q1 2026.
iShares Core Universal USD Bond ETF was a new Willis Johnson & Associates position in Q1 2026.
iShares Core Universal USD Bond ETF made up 0.01% of Willis Johnson & Associates's portfolio in Q1 2026, its #172 holding.
Willis Johnson & Associates first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 10 quarters since.
Willis Johnson & Associates's iShares Core Universal USD Bond ETF position peaked at $488K in Q3 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.