Action Point Financial Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Action Point Financial Planning’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	$404K	Buy	+8,761	New	+$404K	0.04%	295

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Action Point Financial Planning's IUSB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 8,761 shares worth $404K. The stake represents 0.04% of the portfolio and ranks #295 among its holdings.

853 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Action Point Financial Planning held 8,761 shares of iShares Core Universal USD Bond ETF worth $404K as of Q2 2026.
iShares Core Universal USD Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #295 holding.
853 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.