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

Abound 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 		– Hold
0
– – – 1360
2026
Q1 		– Hold
0
– – – 1491
2025
Q2 		– Sell
-8,848
Closed -$408K – 1325
2025
Q1 		$408K Buy
+8,848
New +$403K 0.14% 44

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

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

Abound Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Abound Wealth Management first reported a position in IUSB in Q1 2025 and has held it in 1 quarter since. The position peaked at $408K in Q1 2025. 233 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Abound Wealth Management held 0 shares of iShares Core Universal USD Bond ETF worth $1 as of Q2 2026.
  • Abound Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1360 holding.
  • Abound Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 1 quarter since.
  • Abound Wealth Management's iShares Core Universal USD Bond ETF position peaked at $408K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.