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Braun-Bostich & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Braun-Bostich & Associates’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 		$473K Buy
+10,242
New +$472K 0.26% 66
2025
Q4 		– Sell
-6,222
Closed -$291K – 128
2025
Q3 		$291K Sell
6,222
-9,976
-62% -$461K 0.18% 87
2025
Q2 		$749K Sell
16,198
-7,350
-31% -$335K 0.51% 44
2025
Q1 		$1.09M Sell
23,548
-9,195
-28% -$419K 0.8% 35
2024
Q4 		$1.48M Sell
32,743
-29,949
-48% -$1.37M 1.07% 28
2024
Q3 		$2.95M Buy
62,692
+20,246
+48% +$939K 2.06% 15
2024
Q2 		$1.92M Sell
42,446
-70,908
-63% -$3.19M 1.43% 18
2024
Q1 		$5.17M Buy
113,354
+3,999
+4% +$182K 4.33% 2
2023
Q4 		$5.04M Buy
+109,355
New +$4.83M 4.55% 5
2023
Q3 		– Sell
-65,901
Closed -$3M – 76
2023
Q2 		$3M Buy
65,901
+1,553
+2% +$71.1K 6.42% 1
2023
Q1 		$2.97M Buy
64,348
+24,754
+63% +$1.13M 7.03% 1
2022
Q4 		$1.78M Buy
39,594
+20,447
+107% +$915K 5.14% 2
2022
Q3 		$852K Buy
19,147
+5,815
+44% +$271K 2.61% 11
2022
Q2 		$624K Buy
+13,332
New +$633K 1.62% 28

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Braun-Bostich & Associates's IUSB Position: Q2 2026 in Review

Braun-Bostich & Associates opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 10,242 shares worth $473K. The stake represents 0.26% of the portfolio and ranks #66 among its holdings. This is a return to the name: Braun-Bostich & Associates previously reported a position in IUSB as recently as Q3 2025.

Braun-Bostich & Associates first reported a position in IUSB in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.17M in Q1 2024. 422 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Braun-Bostich & Associates held 10,242 shares of iShares Core Universal USD Bond ETF worth $473K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Braun-Bostich & Associates position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.26% of Braun-Bostich & Associates's portfolio in Q2 2026, its #66 holding.
  • Braun-Bostich & Associates first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Braun-Bostich & Associates's iShares Core Universal USD Bond ETF position peaked at $5.17M in Q1 2024.
  • 422 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.