Wiser Advisor Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wiser Advisor Group’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	–	Sell	-91	Closed	-$4.25K	–	232
2025 Q4	$4.25K	Sell	91 -79	-46%	-$3.69K	﹤0.01%	201
2025 Q3	$7.95K	Buy	+170	New	+$7.86K	0.01%	190
2025 Q2	–	Sell	-170	Closed	-$7.83K	–	145
2025 Q1	$7.83K	Sell	170 -3	-2%	-$137	0.01%	192
2024 Q4	$7.82K	Buy	173 +2	+1%	+$92	0.01%	194
2024 Q3	$8.05K	Buy	171 +1	+0.6%	+$46	0.01%	196
2024 Q2	$7.66K	Buy	170 +3	+2%	+$135	0.01%	206
2024 Q1	$7.66K	Hold	167	–	–	0.01%	206
2023 Q4	$7.7K	Buy	+167	New	+$7.38K	0.01%	200

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wiser Advisor Group's IUSB Position: Q1 2026 in Review

Wiser Advisor Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 91 shares — an estimated $4.25K sold.

Wiser Advisor Group first reported a position in IUSB in Q4 2023 and held it in 8 quarters. The position peaked at $8.05K in Q3 2024. 840 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Wiser Advisor Group reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
Wiser Advisor Group sold 91 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $4.25K.
Wiser Advisor Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 8 quarters.
Wiser Advisor Group's iShares Core Universal USD Bond ETF position peaked at $8.05K in Q3 2024.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.