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Ashton Thomas Private Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ashton Thomas Private Wealth’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 		$9.66M Buy
209,211
+28,946
+16% +$1.33M 0.2% 108
2026
Q1 		$8.33M Buy
180,265
+6,837
+4% +$319K 0.2% 110
2025
Q4 		$8.07M Buy
173,428
+16,402
+10% +$767K 0.2% 111
2025
Q3 		$7.33M Buy
157,026
+27,276
+21% +$1.26M 0.19% 124
2025
Q2 		$6M Sell
129,750
-17,781
-12% -$811K 0.21% 119
2025
Q1 		$6.8M Buy
147,531
+14,577
+11% +$664K 0.26% 97
2024
Q4 		$6.01M Buy
132,954
+100,527
+310% +$4.61M 0.23% 103
2024
Q3 		$1.53M Buy
32,427
+3,478
+12% +$161K 0.08% 251
2024
Q2 		$1.31M Sell
28,949
-14,051
-33% -$632K 0.07% 261
2024
Q1 		$1.96M Sell
43,000
-2,440
-5% -$111K 0.11% 206
2023
Q4 		$2.09M Sell
45,440
-9,430
-17% -$417K 0.13% 187
2023
Q3 		$2.4M Buy
54,870
+8,222
+18% +$367K 0.17% 159
2023
Q2 		$2.12M Buy
46,648
+6,691
+17% +$306K 0.16% 156
2023
Q1 		$1.84M Buy
39,957
+24,669
+161% +$1.13M 0.16% 168
2022
Q4 		$687K Buy
15,288
+1,533
+11% +$68.6K 0.07% 298
2022
Q3 		$612K Buy
13,755
+2,368
+21% +$110K 0.07% 293
2022
Q2 		$533K Sell
11,387
-4,905
-30% -$233K 0.06% 305
2022
Q1 		$809K Buy
16,292
+10,244
+169% +$522K 0.07% 281
2021
Q4 		$320K Buy
+6,048
New +$321K 0.03% 381

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

Ashton Thomas Private Wealth's IUSB Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q2 2026, buying an estimated $1.33M and bringing the position to 209,211 shares worth $9.66M. The position accounts for 0.2% of the portfolio, ranked #108.

Ashton Thomas Private Wealth first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Ashton Thomas Private Wealth held 209,211 shares of iShares Core Universal USD Bond ETF worth $9.66M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 28,946 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.33M.
  • iShares Core Universal USD Bond ETF made up 0.2% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #108 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.