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

Aprio 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	$1.22M	Buy	26,543 +40	+0.2%	+$1.84K	0.06%	199
2026 Q1	$1.22M	Sell	26,503 -2,993	-10%	-$139K	0.07%	170
2025 Q4	$1.37M	Sell	29,496 -5,762	-16%	-$269K	0.08%	156
2025 Q3	$1.65M	Sell	35,258 -2,538	-7%	-$117K	0.16%	88
2025 Q2	$1.75M	Sell	37,796 -23,684	-39%	-$1.08M	0.2%	75
2025 Q1	$2.83M	Buy	+61,480	New	+$2.8M	0.35%	51
2024 Q1	–	Sell	-9,447	Closed	-$435K	–	257
2023 Q4	$435K	Buy	9,447 +1,798	+24%	+$79.5K	0.1%	103
2023 Q3	$334K	Buy	+7,649	New	+$342K	0.09%	105

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

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

Aprio Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.15% in Q2 2026, buying an estimated $1.84K and bringing the position to 26,543 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #199.

Aprio Wealth Management first reported a position in IUSB in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.83M in Q1 2025. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Aprio Wealth Management held 26,543 shares of iShares Core Universal USD Bond ETF worth $1.22M as of Q2 2026.
Aprio Wealth Management bought 40 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.84K.
iShares Core Universal USD Bond ETF made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #199 holding.
Aprio Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 8 quarters since.
Aprio Wealth Management's iShares Core Universal USD Bond ETF position peaked at $2.83M in Q1 2025.
859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.