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Beverly Hills Private Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-4,589
Closed -$212K – 314
2026
Q1 		$212K Sell
4,589
-203
-4% -$9.46K 0.04% 319
2025
Q4 		$223K Sell
4,792
-168
-3% -$7.85K 0.04% 304
2025
Q3 		$232K Sell
4,960
-3,127
-39% -$145K 0.04% 307
2025
Q2 		$374K Sell
8,087
-459
-5% -$20.9K 0.07% 221
2025
Q1 		$394K Sell
8,546
-1,480
-15% -$67.5K 0.08% 205
2024
Q4 		$453K Sell
10,026
-5,916
-37% -$272K 0.09% 182
2024
Q3 		$751K Sell
15,942
-1,125
-7% -$52.2K 0.15% 143
2024
Q2 		$772K Sell
17,067
-5,633
-25% -$253K 0.17% 135
2024
Q1 		$1.03M Buy
22,700
+3,683
+19% +$168K 0.24% 105
2023
Q4 		$876K Sell
19,017
-3,679
-16% -$163K 0.23% 101
2023
Q3 		$992K Sell
22,696
-25,564
-53% -$1.14M 0.3% 83
2023
Q2 		$2.17M Buy
48,260
+20,784
+76% +$951K 0.36% 69
2023
Q1 		$1.27M Buy
27,476
+18,215
+197% +$834K 0.39% 72
2022
Q4 		$416K Buy
+9,261
New +$414K 0.18% 128

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

Beverly Hills Private Wealth's IUSB Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 4,589 shares — an estimated $212K sold.

Beverly Hills Private Wealth first reported a position in IUSB in Q4 2022 and held it in 14 quarters. The position peaked at $2.17M in Q2 2023. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,589 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $212K.
  • Beverly Hills Private Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's iShares Core Universal USD Bond ETF position peaked at $2.17M in Q2 2023.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.