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

Bennett Associates 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 		$7.13M Buy
154,526
+11,455
+8% +$528K 4.41% 9
2026
Q1 		$6.61M Buy
143,071
+1,980
+1% +$92.3K 4.45% 9
2025
Q4 		$6.57M Buy
141,091
+5,638
+4% +$264K 4.55% 8
2025
Q3 		$6.33M Buy
135,453
+25,999
+24% +$1.2M 4.59% 9
2025
Q2 		$5.06M Sell
109,454
-1,300
-1% -$59.3K 3.89% 10
2025
Q1 		$5.1M Buy
110,754
+4,295
+4% +$196K 4.21% 9
2024
Q4 		$4.81M Buy
106,459
+24,657
+30% +$1.13M 3.99% 9
2024
Q3 		$3.85M Buy
81,802
+3,428
+4% +$159K 3.16% 11
2024
Q2 		$3.54M Buy
78,374
+1,987
+3% +$89.3K 3.19% 12
2024
Q1 		$3.48M Buy
76,387
+5,739
+8% +$261K 3.14% 12
2023
Q4 		$3.25M Buy
+70,648
New +$3.12M 3.18% 10

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bennett Associates Wealth Management's IUSB Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8% in Q2 2026, buying an estimated $528K and bringing the position to 154,526 shares worth $7.13M. The position accounts for 4.41% of the portfolio, ranked #9.

Bennett Associates Wealth Management first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Bennett Associates Wealth Management held 154,526 shares of iShares Core Universal USD Bond ETF worth $7.13M as of Q2 2026.
  • Bennett Associates Wealth Management bought 11,455 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $528K.
  • iShares Core Universal USD Bond ETF made up 4.41% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Bennett Associates Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.