Bogart Wealth LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bogart Wealth LLC’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	-91	Closed	-$4.2K	–	2052
2026 Q1	$4.2K	Hold	91	–	–	﹤0.01%	1106
2025 Q4	$4.24K	Hold	91	–	–	﹤0.01%	1040
2025 Q3	$4.25K	Hold	91	–	–	﹤0.01%	1011
2025 Q2	$4.21K	Hold	91	–	–	﹤0.01%	976
2025 Q1	$4.19K	Buy	+91	New	+$4.15K	﹤0.01%	931
2024 Q4	–	Sell	-3,000	Closed	-$141K	–	1359
2024 Q3	$141K	Sell	3,000 -193	-6%	-$8.96K	0.01%	261
2024 Q2	$144K	Buy	3,193 +193	+6%	+$8.68K	0.01%	242
2024 Q1	$137K	Hold	3,000	–	–	0.01%	233
2023 Q4	$138K	Hold	3,000	–	–	0.01%	226
2023 Q3	$131K	Hold	3,000	–	–	0.01%	219
2023 Q2	$136K	Hold	3,000	–	–	0.01%	215
2023 Q1	$138K	Hold	3,000	–	–	0.01%	201
2022 Q4	$135K	Hold	3,000	–	–	0.01%	205
2022 Q3	$134K	Hold	3,000	–	–	0.01%	194
2022 Q2	$140K	Sell	3,000 -221	-7%	-$10.5K	0.01%	186
2022 Q1	$160K	Buy	3,221 +221	+7%	+$11.3K	0.01%	174
2021 Q4	$159K	Hold	3,000	–	–	0.01%	165
2021 Q3	$160K	Hold	3,000	–	–	0.02%	160
2021 Q2	$160K	Buy	+3,000	New	+$159K	0.02%	157

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

Bogart Wealth LLC's IUSB Position: Q2 2026 in Review

Bogart Wealth LLC sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 91 shares — an estimated $4.2K sold.

Bogart Wealth LLC first reported a position in IUSB in Q2 2021 and held it in 19 quarters. The position peaked at $160K in Q1 2022. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Bogart Wealth LLC reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 91 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.2K.
Bogart Wealth LLC first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and held it in 19 quarters.
Bogart Wealth LLC's iShares Core Universal USD Bond ETF position peaked at $160K in Q1 2022.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.