Belpointe Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Belpointe Asset 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	$613K	Sell	13,293 -2,597	-16%	-$120K	0.02%	649
2026 Q1	$734K	Sell	15,890 -3,665	-19%	-$171K	0.03%	568
2025 Q4	$910K	Buy	19,555 +2,354	+14%	+$110K	0.03%	469
2025 Q3	$803K	Buy	+17,201	New	+$796K	0.03%	481
2025 Q1	–	Sell	-5,032	Closed	-$235K	–	983
2024 Q4	$235K	Buy	5,032 +214	+4%	+$9.82K	0.01%	750
2024 Q3	$227K	Sell	4,818 -644	-12%	-$29.9K	0.01%	769
2024 Q2	$247K	Buy	+5,462	New	+$246K	0.02%	654
2023 Q2	–	Sell	-37,612	Closed	-$1.74M	–	1957
2023 Q1	$1.74M	Sell	37,612 -11,294	-23%	-$517K	0.09%	226
2022 Q4	$2.2M	Buy	48,906 +9,459	+24%	+$423K	0.13%	158
2022 Q3	$1.76M	Buy	39,447 +1,762	+5%	+$82.2K	0.12%	185
2022 Q2	$1.76M	Buy	37,685 +709	+2%	+$33.7K	0.12%	188
2022 Q1	$1.84M	Buy	36,976 +6,454	+21%	+$329K	0.11%	194
2021 Q4	$1.61M	Buy	30,522 +8,879	+41%	+$471K	0.1%	201
2021 Q3	$1.15M	Buy	21,643 +3,499	+19%	+$188K	0.08%	278
2021 Q2	$971K	Buy	18,144 +14,754	+435%	+$784K	0.07%	302
2021 Q1	$178K	Buy	+3,390	New	+$182K	0.02%	800

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

Belpointe Asset Management's IUSB Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q2 2026, selling an estimated $120K and leaving 13,293 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #649.

Belpointe Asset Management first reported a position in IUSB in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.2M in Q4 2022. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Belpointe Asset Management held 13,293 shares of iShares Core Universal USD Bond ETF worth $613K as of Q2 2026.
Belpointe Asset Management sold 2,597 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $120K.
iShares Core Universal USD Bond ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #649 holding.
Belpointe Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 16 quarters since.
Belpointe Asset Management's iShares Core Universal USD Bond ETF position peaked at $2.2M in Q4 2022.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.