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Blackston Financial Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Blackston Financial Advisory Group’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
-4,639
Closed -$214K – 112
2026
Q1 		$214K Buy
+4,639
New +$216K 0.13% 95

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BlackRock
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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

Blackston Financial Advisory Group's IUSB Position: Q2 2026 in Review

Blackston Financial Advisory Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 4,639 shares — an estimated $214K sold.

Blackston Financial Advisory Group first reported a position in IUSB in Q1 2026 and held it in 1 quarter. The position peaked at $214K in Q1 2026. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Blackston Financial Advisory Group reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 4,639 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $214K.
  • Blackston Financial Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and held it in 1 quarter.
  • Blackston Financial Advisory Group's iShares Core Universal USD Bond ETF position peaked at $214K in Q1 2026.
  • 859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.