Benjamin Edwards Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Benjamin Edwards Inc’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	$1.28M	Buy	27,673 +2,180	+9%	+$101K	0.01%	720
2026 Q1	$1.18M	Buy	25,493 +606	+2%	+$28.2K	0.01%	698
2025 Q4	$1.16M	Buy	24,887 +1,845	+8%	+$86.2K	0.01%	657
2025 Q3	$1.08M	Buy	23,042 +2,154	+10%	+$99.6K	0.01%	662
2025 Q2	$966K	Buy	20,888 +4,107	+24%	+$187K	0.01%	638
2025 Q1	$773K	Sell	16,781 -2,479	-13%	-$113K	0.01%	662
2024 Q4	$871K	Sell	19,260 -1,664	-8%	-$76.4K	0.01%	654
2024 Q3	$986K	Buy	+20,924	New	+$971K	0.01%	607

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

Benjamin Edwards Inc's IUSB Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.6% in Q2 2026, buying an estimated $101K and bringing the position to 27,673 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #720.

Benjamin Edwards Inc first reported a position in IUSB in Q3 2024 and has held it in 8 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Benjamin Edwards Inc held 27,673 shares of iShares Core Universal USD Bond ETF worth $1.28M as of Q2 2026.
Benjamin Edwards Inc bought 2,180 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $101K.
iShares Core Universal USD Bond ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #720 holding.
Benjamin Edwards Inc first reported a position in iShares Core Universal USD Bond ETF in Q3 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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.