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

Apex 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 		$273K Buy
5,924
+26
+0.4% +$1.2K 0.17% 57
2026
Q1 		$272K Sell
5,898
-771
-12% -$35.9K 0.19% 55
2025
Q4 		$311K Sell
6,669
-5
-0.1% -$234 0.32% 41
2025
Q3 		$312K Buy
6,674
+70
+1% +$3.24K 0.22% 50
2025
Q2 		$305K Sell
6,604
-3,022
-31% -$138K 0.24% 45
2025
Q1 		$444K Sell
9,626
-70,920
-88% -$3.23M 0.4% 34
2024
Q4 		$3.64M Buy
+80,546
New +$3.7M 3.14% 10

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

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

Apex Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.44% in Q2 2026, buying an estimated $1.2K and bringing the position to 5,924 shares worth $273K. The position accounts for 0.17% of the portfolio, ranked #57.

Apex Wealth Management first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.64M in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Apex Wealth Management held 5,924 shares of iShares Core Universal USD Bond ETF worth $273K as of Q2 2026.
  • Apex Wealth Management bought 26 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.2K.
  • iShares Core Universal USD Bond ETF made up 0.17% of Apex Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Apex Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Apex Wealth Management's iShares Core Universal USD Bond ETF position peaked at $3.64M in Q4 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.