B.O.S.S. Retirement Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

B.O.S.S. Retirement Advisors’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	$4.52M	Buy	97,986 +8,987	+10%	+$414K	1.22%	17
2026 Q1	$4.11M	Buy	88,999 +3,265	+4%	+$152K	1.25%	16
2025 Q4	$3.99M	Buy	85,734 +51,402	+150%	+$2.4M	1.26%	21
2025 Q3	$1.6M	Buy	34,332 +15,900	+86%	+$735K	0.38%	55
2025 Q2	$852K	Buy	+18,432	New	+$841K	0.21%	97

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

B.O.S.S. Retirement Advisors's IUSB Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 10% in Q2 2026, buying an estimated $414K and bringing the position to 97,986 shares worth $4.52M. The position accounts for 1.22% of the portfolio, ranked #17.

B.O.S.S. Retirement Advisors first reported a position in IUSB in Q2 2025 and has held it in 5 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

B.O.S.S. Retirement Advisors held 97,986 shares of iShares Core Universal USD Bond ETF worth $4.52M as of Q2 2026.
B.O.S.S. Retirement Advisors bought 8,987 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $414K.
iShares Core Universal USD Bond ETF made up 1.22% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #17 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.