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World Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

World Investment Advisors’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 		$28.3M Buy
611,837
+26,981
+5% +$1.26M 0.46% 41
2025
Q4 		$27.2M Buy
584,856
+348,974
+148% +$16.3M 0.44% 42
2025
Q3 		$11M Sell
235,882
-1,695
-0.7% -$78.4K 0.23% 95
2025
Q2 		$11M Sell
237,577
-10,753
-4% -$491K 0.25% 89
2025
Q1 		$11.4M Buy
248,330
+37,182
+18% +$1.69M 0.3% 73
2024
Q4 		$9.54M Sell
211,148
-52,360
-20% -$2.4M 0.26% 84
2024
Q3 		$12.4M Buy
263,508
+153,116
+139% +$7.11M 0.39% 56
2024
Q2 		$4.99M Buy
110,392
+97,326
+745% +$4.38M 0.31% 69
2024
Q1 		$596K Sell
13,066
-68,496
-84% -$3.12M 0.09% 195
2023
Q4 		$3.76M Sell
81,562
-63,821
-44% -$2.82M 0.49% 40
2023
Q3 		$6.36M Sell
145,383
-881
-0.6% -$39.4K 1.26% 19
2023
Q2 		$6.65M Buy
146,264
+10,350
+8% +$474K 1.29% 19
2023
Q1 		$6.27M Buy
135,914
+41,443
+44% +$1.9M 1.31% 18
2022
Q4 		$4.24M Buy
94,471
+5,276
+6% +$236K 0.97% 21
2022
Q3 		$3.97M Sell
89,195
-2,985
-3% -$139K 0.94% 24
2022
Q2 		$4.41M Buy
92,180
+7,540
+9% +$358K 0.93% 24
2022
Q1 		$4.2M Buy
84,640
+9,752
+13% +$497K 0.87% 23
2021
Q4 		$3.8M Buy
74,888
+25,512
+52% +$1.35M 0.79% 24
2021
Q3 		$2.63M Buy
49,376
+4,358
+10% +$234K 0.6% 28
2021
Q2 		$2.41M Buy
45,018
+4,447
+11% +$236K 0.55% 34
2021
Q1 		$2.15M Buy
40,571
+30,931
+321% +$1.66M 0.52% 37
2020
Q4 		$520K Buy
+9,640
New +$524K 0.13% 118

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

World Investment Advisors's IUSB Position: Q1 2026 in Review

World Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.6% in Q1 2026, buying an estimated $1.26M and bringing the position to 611,837 shares worth $28.3M. The position accounts for 0.46% of the portfolio, ranked #41.

World Investment Advisors first reported a position in IUSB in Q4 2020 and has held it in 22 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • World Investment Advisors held 611,837 shares of iShares Core Universal USD Bond ETF worth $28.3M as of Q1 2026.
  • World Investment Advisors bought 26,981 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.26M.
  • iShares Core Universal USD Bond ETF made up 0.46% of World Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • World Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.