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

BAM 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 		$520K Buy
11,258
+4,648
+70% +$214K 0.33% 81
2026
Q1 		$305K Sell
6,610
-785
-11% -$36.6K 0.23% 107
2025
Q4 		$344K Buy
7,395
+1,087
+17% +$50.8K 0.25% 92
2025
Q3 		$295K Buy
+6,308
New +$292K 0.23% 103

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

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

BAM Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 70% in Q2 2026, buying an estimated $214K and bringing the position to 11,258 shares worth $520K. The position accounts for 0.33% of the portfolio, ranked #81.

BAM Wealth Management first reported a position in IUSB in Q3 2025 and has held it in 4 quarters since. 550 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • BAM Wealth Management held 11,258 shares of iShares Core Universal USD Bond ETF worth $520K as of Q2 2026.
  • BAM Wealth Management bought 4,648 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $214K.
  • iShares Core Universal USD Bond ETF made up 0.33% of BAM Wealth Management's portfolio in Q2 2026, its #81 holding.
  • BAM Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 550 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.