BridgePort Financial Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

BridgePort Financial Solutions’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	$2.19M	Buy	47,384 +16,454	+53%	+$759K	0.56%	41
2026 Q1	$1.43M	Sell	30,930 -400	-1%	-$18.6K	0.41%	55
2025 Q4	$1.46M	Buy	31,330 +2,802	+10%	+$131K	0.39%	53
2025 Q3	$1.33M	Sell	28,528 -14,759	-34%	-$683K	0.36%	59
2025 Q2	$2M	Buy	43,287 +4,411	+11%	+$201K	0.67%	36
2025 Q1	$1.79M	Sell	38,876 -21	-0.1%	-$957	0.81%	32
2024 Q4	$1.79M	Buy	+38,897	New	+$1.79M	0.81%	30

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

BridgePort Financial Solutions's IUSB Position: Q2 2026 in Review

BridgePort Financial Solutions increased its iShares Core Universal USD Bond ETF (IUSB) stake by 53% in Q2 2026, buying an estimated $759K and bringing the position to 47,384 shares worth $2.19M. The position accounts for 0.56% of the portfolio, ranked #41.

BridgePort Financial Solutions first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

BridgePort Financial Solutions held 47,384 shares of iShares Core Universal USD Bond ETF worth $2.19M as of Q2 2026.
BridgePort Financial Solutions bought 16,454 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $759K.
iShares Core Universal USD Bond ETF made up 0.56% of BridgePort Financial Solutions's portfolio in Q2 2026, its #41 holding.
BridgePort Financial Solutions first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.