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Able Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Able Wealth 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
Q2 		$5.55M Buy
120,297
+15,579
+15% +$718K 1.27% 24
2026
Q1 		$4.84M Buy
104,718
+26,447
+34% +$1.23M 1.29% 24
2025
Q4 		$3.64M Buy
78,271
+14,868
+23% +$695K 1.15% 27
2025
Q3 		$2.96M Buy
63,403
+9,942
+19% +$460K 1.11% 28
2025
Q2 		$2.47M Buy
53,461
+11,260
+27% +$514K 1.25% 22
2025
Q1 		$1.94M Buy
42,201
+3,708
+10% +$169K 1.15% 25
2024
Q4 		$1.74M Buy
38,493
+25,037
+186% +$1.15M 1.14% 21
2024
Q3 		$634K Buy
+13,456
New +$624K 0.48% 48
2024
Q2 		– Sell
-5,190
Closed -$237K – 87
2024
Q1 		$237K Sell
5,190
-567
-10% -$25.8K 0.21% 79
2023
Q4 		$265K Buy
+5,757
New +$254K 0.24% 64

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Able Wealth Management's IUSB Position: Q2 2026 in Review

Able Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q2 2026, buying an estimated $718K and bringing the position to 120,297 shares worth $5.55M. The position accounts for 1.27% of the portfolio, ranked #24.

Able Wealth Management first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Able Wealth Management held 120,297 shares of iShares Core Universal USD Bond ETF worth $5.55M as of Q2 2026.
  • Able Wealth Management bought 15,579 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $718K.
  • iShares Core Universal USD Bond ETF made up 1.27% of Able Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Able Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.