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Aegis Wealth Management (Iowa)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Aegis Wealth Management (Iowa)’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 		$810K Buy
17,553
+5,260
+43% +$243K 0.52% 41
2026
Q1 		$568K Buy
12,293
+617
+5% +$28.8K 0.45% 46
2025
Q4 		$543K Buy
+11,676
New +$546K 0.43% 52

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

Aegis Wealth Management (Iowa)'s IUSB Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 43% in Q2 2026, buying an estimated $243K and bringing the position to 17,553 shares worth $810K. The position accounts for 0.52% of the portfolio, ranked #41.

Aegis Wealth Management (Iowa) first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 17,553 shares of iShares Core Universal USD Bond ETF worth $810K as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 5,260 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $243K.
  • iShares Core Universal USD Bond ETF made up 0.52% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #41 holding.
  • Aegis Wealth Management (Iowa) first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.