iShares Trust - iShares Core Universal USD Bond ETF
US ˙ NasdaqGM ˙ US46434V6130

SecurityIUSB / iShares Trust - iShares Core Universal USD Bond ETF
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership220,994 shares
Latest Disclosed Value $ 10,207,737
Arkadios Wealth Advisors reports 108.46% increase in ownership of IUSB / iShares Trust - iShares Core Universal USD Bond ETF

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 220,994 shares of iShares Trust - iShares Core Universal USD Bond ETF (US:IUSB) valued at $10,207,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 106,015 shares of iShares Trust - iShares Core Universal USD Bond ETF. This represents a change in shares of 108.46% during the quarter. The current value of the position is $10,121,525 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 220,994 114,979 108.46 10,208 106.91 0.1075
2026-02-13 2025-12-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 106,015 16,223 18.07 4,934 17.62 0.0957
2025-10-29 2025-09-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 89,792 -1,845 -2.01 4,194 -0.99 0.1006
2025-08-04 2025-06-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 91,637 2,328 2.61 4,236 2.94 0.1249
2025-05-08 2025-03-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 89,309 23,884 36.51 4,115 39.16 0.1554
2025-01-15 2024-12-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 65,425 5,813 9.75 2,957 5.31 0.1613
2024-10-24 2024-09-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 59,612 -4,888 -7.58 2,809 -3.70 0.1591
2024-07-29 2024-06-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 64,500 55,213 594.52 2,917 589.36 0.1967
2024-04-30 2024-03-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 9,287 380 4.27 423 3.17 0.0328
2024-01-24 2023-12-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 8,907 -1,544 -14.77 410 -10.09 0.0347
2023-10-13 2023-09-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 10,451 -484 -4.43 457 -8.25 0.0434
2023-07-26 2023-06-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 10,935 354 3.35 497 1.84 0.0578
2023-05-02 2023-03-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 10,581 2,900 37.76 488 41.45 0.0581
2023-01-11 2022-12-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 7,681 687 9.82 345 0.0457
2022-10-21 2022-09-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 6,994 2,005 40.19 0 0.0471
2022-07-14 2022-06-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 4,989 4,989 0 0.0348
2022-02-03 2021-12-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 0 -2,479 -100.00 0 0.0000
2021-10-19 2021-09-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 2,479 749 43.29 0 0.0189
2021-07-28 2021-06-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 1,730 1,137 191.74 0 0.0112
2021-04-26 2021-03-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 593 516 670.13 0 0.0051
2021-02-09 2020-12-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 77 1 1.32 0 -100.00 0.0008
2020-11-10 2020-09-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF Exchange Traded Fund 46434V613 76 0 0.00 4 0.00 0.0021
2020-08-10 2020-06-30 13F ISHARES CORE TOTAL USD BOND MARKET ETF Exchange Traded Fund 46434V613 76 0 0.00 4 33.33 0.0023
2020-05-14 2020-03-31 13F ISHARES CORE TOTAL USD BOND MARKET ETF Exchange Traded Fund 46434V613 76 76 4 0.0025
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.