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Birchwood Financial Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Birchwood Financial Partners’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 		$13.2K Sell
286
-1,212
-81% -$55.9K 0.01% 262
2026
Q1 		$69.2K Hold
1,498
– – 0.07% 140
2025
Q4 		$69.7K Buy
+1,498
New +$70K 0.07% 136

Other funds holding IUSB

Envestnet Asset Management
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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

Birchwood Financial Partners's IUSB Position: Q2 2026 in Review

Birchwood Financial Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 81% in Q2 2026, selling an estimated $55.9K and leaving 286 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #262.

Birchwood Financial Partners first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $69.7K in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Birchwood Financial Partners held 286 shares of iShares Core Universal USD Bond ETF worth $13.2K as of Q2 2026.
  • Birchwood Financial Partners sold 1,212 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $55.9K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #262 holding.
  • Birchwood Financial Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's iShares Core Universal USD Bond ETF position peaked at $69.7K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.