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

Bernard 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	$19.6K	Hold	425	–	–	0.01%	191
2026 Q1	$19.6K	Hold	425	–	–	0.01%	189
2025 Q4	$19.8K	Hold	425	–	–	0.01%	190
2025 Q3	$19.9K	Hold	425	–	–	0.01%	184
2025 Q2	$19.6K	Hold	425	–	–	0.01%	179
2025 Q1	$19.6K	Hold	425	–	–	0.01%	184
2024 Q4	$19.2K	Buy	+425	New	+$19.5K	0.01%	179

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

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

Bernard Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 425 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #191.

Bernard Wealth Management first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.9K in Q3 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Bernard Wealth Management held 425 shares of iShares Core Universal USD Bond ETF worth $19.6K as of Q2 2026.
Bernard Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #191 holding.
Bernard Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's iShares Core Universal USD Bond ETF position peaked at $19.9K in Q3 2025.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.