Atlas Brown’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Atlas Brown’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	$428K	Buy	9,271 +4,116	+80%	+$190K	0.11%	165
2026 Q1	$238K	Buy	5,155 +489	+10%	+$22.8K	0.07%	203
2025 Q4	$217K	Sell	4,666 -1,155	-20%	-$54K	0.06%	208
2025 Q3	$272K	Buy	5,821 +5	+0.1%	+$231	0.08%	189
2025 Q2	$269K	Sell	5,816 -193	-3%	-$8.81K	0.09%	187
2025 Q1	$277K	Buy	+6,009	New	+$274K	0.1%	174
2024 Q3	–	Sell	-4,457	Closed	-$202K	–	209
2024 Q2	$202K	Sell	4,457 -5	-0.1%	-$225	0.07%	200
2024 Q1	$203K	Buy	+4,462	New	+$203K	0.07%	199

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

Atlas Brown's IUSB Position: Q2 2026 in Review

Atlas Brown increased its iShares Core Universal USD Bond ETF (IUSB) stake by 80% in Q2 2026, buying an estimated $190K and bringing the position to 9,271 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #165.

Atlas Brown first reported a position in IUSB in Q1 2024 and has held it in 8 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Atlas Brown held 9,271 shares of iShares Core Universal USD Bond ETF worth $428K as of Q2 2026.
Atlas Brown bought 4,116 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $190K.
iShares Core Universal USD Bond ETF made up 0.11% of Atlas Brown's portfolio in Q2 2026, its #165 holding.
Atlas Brown first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 8 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.